Oak Harbor Wealth Partners, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Oak Harbor Wealth Partners, LLC
- $361 Million
- Q2 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,106 shares of JAVA stock, worth $334,085. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,106
Previous 3,995
27.81%
Holding current value
$334,085
Previous $253,000
32.02%
% of portfolio
0.09%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding JAVA
# of Institutions
237Shares Held
52.1MCall Options Held
10.4KPut Options Held
1.4K-
Jpmorgan Chase & CO New York, NY13.4MShares$879 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.88MShares$254 Million0.1% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN3.07MShares$201 Million4.33% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.98MShares$195 Million3.33% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$142 Million0.04% of portfolio