Principia Wealth Advisory, LLC Jp Morgan Exc Trd Fd Tr Betabu Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding BBMC
# of Institutions
56Shares Held
18.3MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.54 Billion0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC292KShares$25.8 Million0.01% of portfolio
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Janney Montgomery Scott LLC172KShares$15.2 Million0.04% of portfolio
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Vestmark Advisory Solutions, Inc.122KShares$10.8 Million0.45% of portfolio
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Morgan Stanley New York, NY111KShares$9.83 Million0.0% of portfolio