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 $3.81 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
86,134Holding current value
$3.81 Million% of portfolio
0.15%Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.9 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$52.7 Million2.92% of portfolio
-
Cwm, LLC860KShares$38.1 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$36.9 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$23.9 Million0.05% of portfolio