Perigon Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,798 shares of JVAL stock, worth $251,633. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,798
Previous 5,011
15.71%
Holding current value
$251,633
Previous $208,000
13.46%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
21.3MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$201 Million0.72% of portfolio
-
First Citizens Bank & Trust CO4.47MShares$194 Million2.9% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.6 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.7 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.7 Million0.46% of portfolio