Black Diamond Wealth Management Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Black Diamond Wealth Management Inc.
- $136 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding JVAL
# of Institutions
120Shares Held
11.9MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$69 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.17MShares$51 Million2.98% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$44 Million0.46% of portfolio
-
Cwm, LLC865KShares$37.8 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC855KShares$37.3 Million0.02% of portfolio