Shared Vision Wealth Group LLC J P Morgan Exchg Traded Fd Transaction History
Shared Vision Wealth Group LLC
- $200 Billion
- Q2 2025
A detailed history of Shared Vision Wealth Group LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 3,501 shares of BBUS stock, worth $403,980. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,501
Previous 3,019
15.97%
Holding current value
$403,980
Previous $305 Million
31.69%
% of portfolio
0.2%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding BBUS
# of Institutions
174Shares Held
26.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.43MShares$511 Million0.04% of portfolio
-
Janney Montgomery Scott LLC3.12MShares$360 Million0.91% of portfolio
-
Vestmark Advisory Solutions, Inc.2.86MShares$330 Million5.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.81MShares$324 Million0.11% of portfolio
-
Envestnet Asset Management Inc1.63MShares$188 Million0.06% of portfolio