Sterling Financial Planning, Inc. J P Morgan ETF Tr Betabuilders Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding BBCA
# of Institutions
208Shares Held
82.8MCall Options Held
10.5KPut Options Held
0-
Jpmorgan Chase & CO New York, NY71.9MShares$5.2 Billion0.43% of portfolio
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Bank Of America Corp Charlotte, NC1.74MShares$126 Million0.01% of portfolio
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Richard Bernstein Advisors LLC1.08MShares$78 Million1.68% of portfolio
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Envestnet Asset Management Inc895KShares$64.7 Million0.02% of portfolio
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Assetmark, Inc752KShares$54.3 Million0.16% of portfolio