Svb Wealth LLC J P Morgan ETF Tr U S Value Fa Call Options Transaction History
Svb Wealth LLC
- $2.41 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JVAL
# of Institutions
142Shares Held
12.3MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$72.3 Million1.05% of portfolio
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Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$54.8 Million2.82% of portfolio
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Lpl Financial LLC Fort Mill, SC980KShares$44.9 Million0.02% of portfolio
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Cwm, LLC849KShares$38.9 Million0.14% of portfolio
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Cerity Partners LLC New York, NY544KShares$24.9 Million0.05% of portfolio