Principia Wealth Advisory, LLC J P Morgan Exchg Traded Fd Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding BBUS
# of Institutions
163Shares Held
24MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.16MShares$417 Million0.04% of portfolio
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Janney Montgomery Scott LLC3.17MShares$318 Million0.91% of portfolio
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Lpl Financial LLC Fort Mill, SC2.81MShares$281 Million0.11% of portfolio
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Envestnet Asset Management Inc1.59MShares$159 Million0.05% of portfolio
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Morgan Stanley New York, NY1.4MShares$140 Million0.01% of portfolio