Planned Solutions, Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Planned Solutions, Inc.
- $237 Million
- Q2 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 152,636 shares of JVAL stock, worth $6.85 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
152,636
Previous 247,267
38.27%
Holding current value
$6.85 Million
Previous $10.2 Million
33.7%
% of portfolio
2.85%
Previous 4.41%
Shares
12 transactions
Others Institutions Holding JVAL
# of Institutions
147Shares Held
11.3MCall Options Held
0Put Options Held
0-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$53.4 Million2.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$44 Million0.02% of portfolio
-
Avidian Wealth Solutions, LLC962KShares$43.1 Million1.79% of portfolio
-
Cwm, LLC854KShares$38.3 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY544KShares$24.4 Million0.05% of portfolio