Personal Cfo Solutions, LLC J P Morgan Exchange Traded Fd Transaction History
Personal Cfo Solutions, LLC
- $497 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding JIG
# of Institutions
38Shares Held
1.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC477KShares$31.5 Million0.01% of portfolio
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Peninsula Wealth, LLC San Francisco, CA196KShares$12.9 Million2.1% of portfolio
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Jpmorgan Chase & CO New York, NY195KShares$12.9 Million0.0% of portfolio
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Mariner, LLC Overland Park, KS168KShares$11.1 Million0.02% of portfolio
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Key F Inancial Inc94.8KShares$6.26 Million1.37% of portfolio