Columbia Advisory Partners LLC J P Morgan ETF Tr U S Value Fa Transaction History
Columbia Advisory Partners LLC
- $100 Million
- Q1 2025
A detailed history of Columbia Advisory Partners LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 140,501 shares of JVAL stock, worth $5.35 Million. This represents 5.78% of its overall portfolio holdings.
Number of Shares
140,501
Previous 119,225
17.85%
Holding current value
$5.35 Million
Previous $5.15 Million
12.33%
% of portfolio
5.78%
Previous 5.64%
Shares
2 transactions
Others Institutions Holding JVAL
# of Institutions
129Shares Held
11.9MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$60.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$45.4 Million2.92% of portfolio
-
Cwm, LLC860KShares$32.8 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$31.7 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$20.6 Million0.05% of portfolio