Catalyst Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Call Options Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JVAL
# of Institutions
119Shares Held
11.8MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$68.7 Million1.05% of portfolio
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Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$50.7 Million2.98% of portfolio
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Orion Portfolio Solutions, LLC1.01MShares$43.8 Million0.46% of portfolio
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Cwm, LLC865KShares$37.6 Million0.16% of portfolio
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Lpl Financial LLC Fort Mill, SC855KShares$37.1 Million0.02% of portfolio