Cobblestone Capital Advisors LLC J P Morgan ETF Tr U S Value Fa Transaction History
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 1,167,234 shares of JVAL stock, worth $50.4 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
1,167,234
Previous 1,137,702
2.6%
Holding current value
$50.4 Million
Previous $47.4 Million
0.75%
% of portfolio
2.98%
Previous 3.03%
Shares
14 transactions
Others Institutions Holding JVAL
# of Institutions
121Shares Held
16.5MCall Options Held
0Put Options Held
0-
Envestnet Portfolio Solutions, Inc. Berwyn, PA4.62MShares$200 Million0.72% of portfolio
-
Brinker Capital Investments, LLC1.58MShares$68.3 Million1.05% of portfolio
-
Orion Portfolio Solutions, LLC1.01MShares$43.5 Million0.46% of portfolio
-
Cwm, LLC865KShares$37.4 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC855KShares$36.9 Million0.02% of portfolio