Avidian Wealth Solutions, LLC J P Morgan ETF Tr U S Value Fa Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 366,671 shares of JVAL stock, worth $16.5 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
366,671
Previous 356,582 2.83%
Holding current value
$16.5 Million
Previous $15.5 Million 1.96%
% of portfolio
0.73%
Previous 0.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$42.95 - $45.72 $433,322 - $461,269
10,089 Added 2.83%
366,671 $15.8 Million
Q3 2024

Oct 30, 2024
BUY
$39.66 - $43.57 $508,560 - $558,698
12,823 Added 3.73%
356,582 $15.5 Million
Q2 2024

Aug 06, 2024
BUY
$39.18 - $41.6 $13.5 Million - $14.3 Million
343,759 New
343,759 $14 Million

Others Institutions Holding JVAL

# of Institutions
131
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S VALUE FA

JVAL Quotes by TradingView
  • Ticker JVAL
  • Sector ETFs
  • Industry ETFs
More about JVAL
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