Steel Peak Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 86,134 shares of JVAL stock, worth $3.89 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
86,134Holding current value
$3.89 Million% of portfolio
0.15%Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
123Shares Held
11.6MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.3 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$53 Million3.0% of portfolio
-
Cwm, LLC865KShares$39.1 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC806KShares$36.4 Million0.02% of portfolio
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Cerity Partners LLC New York, NY553KShares$25 Million0.05% of portfolio