Pathstone Family Office, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
129Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$63.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$47.7 Million2.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$39.2 Million0.02% of portfolio
-
Cwm, LLC849KShares$34 Million0.14% of portfolio
-
Cerity Partners LLC New York, NY544KShares$21.8 Million0.05% of portfolio