Morgan Rosel Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History
Morgan Rosel Wealth Management, LLC
- $291 Million
- Q3 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 113,859 shares of JQUA stock, worth $6.76 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
113,859
Previous 112,444
1.26%
Holding current value
$6.76 Million
Previous $5.95 Million
8.2%
% of portfolio
2.22%
Previous 2.2%
Shares
8 transactions
Others Institutions Holding JQUA
# of Institutions
359Shares Held
71.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC6.22MShares$369 Million2.9% of portfolio
-
Signaturefd, LLC Atlanta, GA5.53MShares$328 Million6.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.54MShares$210 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.68MShares$159 Million7.21% of portfolio
-
Annex Advisory Services, LLC2.37MShares$141 Million4.58% of portfolio