Institutional shares held 11.7 Million
0 calls
0 puts
Total value of holdings $481M
$0 calls
$0 puts
# of Institutions 130


Latest Institutional Activity in JVAL

Top Purchases

Q1 2025
Northwest Financial Advisors Shares Held: 11K ($454K)
Q1 2025
Planned Solutions, Inc. Shares Held: 247K ($10.2M)
Q4 2024
Raymond James Financial Inc Shares Held: 136K ($5.58M)
Q4 2024
Columbia Advisory Partners LLC Shares Held: 119K ($4.91M)
Q4 2024
Steel Peak Wealth Management LLC Shares Held: 86.1K ($3.55M)

Top Sells

Q1 2025
Retirement Planning Group Shares Held: 25.5K ($1.05M)
Q4 2024
First Citizens Bank & Trust CO Shares Held: 60.3K ($2.48M)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 56.4K ($2.32M)
Q4 2024
Jane Street Group, LLC Shares Held: 16.9K ($697K)
Q4 2024
Citadel Advisors LLC Shares Held: 4.9K ($202K)

About JVAL

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