Avaii Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Avaii Wealth Management, LLC
- $232 Million
- Q4 2025
A detailed history of Avaii Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 5,641 shares of JAVA stock, worth $392,557. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,641
Previous 6,002
6.01%
Holding current value
$392,557
Previous $413,000
5.08%
% of portfolio
0.17%
Previous 0.18%
Shares
11 transactions
Others Institutions Holding JAVA
# of Institutions
249Shares Held
61.3MCall Options Held
4KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY16MShares$1.11 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.73MShares$399 Million0.12% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN4.2MShares$292 Million4.7% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL3.76MShares$262 Million3.46% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.53MShares$176 Million0.04% of portfolio