Shared Vision Wealth Group LLC J P Morgan Exchg Traded Fd Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
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 2,670 shares of BBUS stock, worth $287,959. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,670
Previous 2,670
-0.0%
Holding current value
$287,959
Previous $262 Million
5.56%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding BBUS
# of Institutions
134Shares Held
19MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$400 Million0.03% of portfolio
-
Janney Montgomery Scott LLC2.52MShares$272 Million0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.22MShares$239 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.33MShares$143 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.17MShares$126 Million0.04% of portfolio