Collaborative Wealth Managment Inc. J P Morgan ETF Tr U S Quality Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 103,075 shares of JQUA stock, worth $5.82 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
103,075
Previous 99,886
3.19%
Holding current value
$5.82 Million
Previous $5.65 Million
4.46%
% of portfolio
2.76%
Previous 2.63%
Shares
10 transactions
Others Institutions Holding JQUA
# of Institutions
392Shares Held
71MCall Options Held
0Put Options Held
0-
Savant Capital, LLC6.22MShares$351 Million2.9% of portfolio
-
Signaturefd, LLC Atlanta, GA5.4MShares$304 Million5.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$210 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.68MShares$151 Million7.21% of portfolio
-
Sage Mountain Advisors LLC2.4MShares$136 Million10.19% of portfolio