Wealth Plan Investment Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 21,463 shares of JAVA stock, worth $1.49 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
21,463Holding current value
$1.49 Million% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding JAVA
# of Institutions
246Shares Held
54.7MCall Options Held
5.2KPut Options Held
4.6K-
Jpmorgan Chase & CO New York, NY13.4MShares$933 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.97MShares$345 Million0.12% of portfolio
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Sagespring Wealth Partners, LLC Franklin, TN3.07MShares$213 Million4.33% of portfolio
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Dynasty Wealth Management, LLC St. Petersburg, FL2.98MShares$207 Million3.33% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.45MShares$170 Million0.04% of portfolio