Summit Wealth & Retirement Planning, Inc. Jp Morgan ETF Fd Tr Active Val Transaction History
Summit Wealth & Retirement Planning, Inc.
- $312 Million
- Q1 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,178 shares of JAVA stock, worth $200,055. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,178Holding current value
$200,055% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding JAVA
# of Institutions
224Shares Held
50.4MCall Options Held
10.4KPut Options Held
1.4K-
Jpmorgan Chase & CO New York, NY13.4MShares$845 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.88MShares$244 Million0.1% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.1MShares$195 Million3.28% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.8MShares$177 Million4.5% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.16MShares$136 Million0.04% of portfolio