Triangle Securities Wealth Management Jp Morgan ETF Fd Tr Active Val Transaction History
Triangle Securities Wealth Management
- $372 Million
- Q1 2025
A detailed history of Triangle Securities Wealth Management transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Triangle Securities Wealth Management holds 237,946 shares of JAVA stock, worth $15 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
237,946
Previous 234,725
1.37%
Holding current value
$15 Million
Previous $14.9 Million
0.94%
% of portfolio
4.03%
Previous 3.97%
Shares
7 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