Capital Advisors Wealth Management, LLC Jp Morgan ETF Fd Tr Active Val Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,508 shares of JAVA stock, worth $221,495. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,508
Previous 3,409 2.9%
Holding current value
$221,495
Previous $202,000 10.89%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$58.75 - $64.07 $5,816 - $6,342
99 Added 2.9%
3,508 $224,000
Q2 2024

Jul 16, 2024
BUY
$56.88 - $60.48 $853 - $907
15 Added 0.44%
3,409 $202,000
Q1 2024

Apr 12, 2024
BUY
$54.39 - $59.89 $184,599 - $203,266
3,394 New
3,394 $203,000
Q1 2023

Apr 14, 2023
BUY
$49.25 - $54.28 $244,624 - $269,608
4,967 New
4,967 $255,000

Others Institutions Holding JAVA

# of Institutions
164
Shares Held
21.6M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF FD TR ACTIVE VAL

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