Steel Peak Wealth Management LLC J P Morgan ETF Tr U S Value Fa Transaction History
Steel Peak Wealth Management LLC
- $1.98 Billion
- Q1 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 19,838 shares of JVAL stock, worth $809,985. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,838Holding current value
$809,985% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
116Shares Held
21.1MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.57MShares$187 Million0.75% of portfolio
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First Citizens Bank & Trust CO4.43MShares$181 Million2.97% of portfolio
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Brinker Capital Investments, LLC1.58MShares$64.5 Million1.05% of portfolio
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Cobblestone Capital Advisors LLC Rochester, NY1.14MShares$46.5 Million3.03% of portfolio
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Orion Portfolio Solutions, LLC1.07MShares$43.5 Million0.5% of portfolio