Wealth Plan Partners, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
138Shares Held
12.2MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$67.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.2MShares$50.9 Million2.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC980KShares$41.7 Million0.02% of portfolio
-
Cwm, LLC849KShares$36.1 Million0.14% of portfolio
-
Cerity Partners LLC New York, NY544KShares$23.1 Million0.05% of portfolio