Summit Wealth & Retirement Planning, Inc. J P Morgan ETF Tr U S Quality Transaction History
Summit Wealth & Retirement Planning, Inc.
- $312 Million
- Q1 2025
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,642 shares of JQUA stock, worth $222,744. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,642Holding current value
$222,744% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding JQUA
# of Institutions
410Shares Held
75MCall Options Held
0Put Options Held
0-
Savant Capital, LLC7.31MShares$447 Million3.13% of portfolio
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Signaturefd, LLC Atlanta, GA5.5MShares$336 Million6.12% of portfolio
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Lpl Financial LLC Fort Mill, SC4.39MShares$268 Million0.1% of portfolio
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Sage Mountain Advisors LLC2.5MShares$153 Million10.57% of portfolio
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St Germain D J CO Inc Springfield, MA2.36MShares$144 Million6.38% of portfolio