Planned Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Planned Solutions, Inc.
- $231 Million
- Q1 2025
A detailed history of Planned Solutions, Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Planned Solutions, Inc. holds 247,267 shares of JVAL stock, worth $9.54 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
247,267
Previous 240,583
2.78%
Holding current value
$9.54 Million
Previous $10.4 Million
2.03%
% of portfolio
4.41%
Previous 4.51%
Shares
11 transactions
Others Institutions Holding JVAL
# of Institutions
129Shares Held
11.9MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$61 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$46 Million2.92% of portfolio
-
Cwm, LLC860KShares$33.2 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$32.1 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$20.9 Million0.05% of portfolio