Octavia Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 434,592 shares of JQUA stock, worth $25.4 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
434,592
Previous 416,481
4.35%
Holding current value
$25.4 Million
Previous $22.1 Million
11.48%
% of portfolio
3.05%
Previous 3.01%
Shares
3 transactions
Others Institutions Holding JQUA
# of Institutions
338Shares Held
69MCall Options Held
0Put Options Held
0-
Signaturefd, LLC Atlanta, GA5.53MShares$323 Million6.03% of portfolio
-
Savant Capital, LLC5.12MShares$299 Million2.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.54MShares$207 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.64MShares$154 Million7.03% of portfolio
-
Annex Advisory Services, LLC2.57MShares$150 Million5.28% of portfolio