Wealthspire Advisors, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Wealthspire Advisors, LLC
- $9.71 Billion
- Q3 2024
A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,777 shares of JVAL stock, worth $691,032. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,777
Previous 15,817
0.25%
Holding current value
$691,032
Previous $646,000
6.35%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
11.4MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$51.5 Million3.0% of portfolio
-
Cwm, LLC865KShares$37.9 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$35.3 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.2 Million0.05% of portfolio