Defined Financial Planning LLC J P Morgan ETF Tr U S Value Fa Transaction History
Defined Financial Planning LLC
- $93.7 Billion
- Q4 2024
A detailed history of Defined Financial Planning LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Defined Financial Planning LLC holds 46,869 shares of JVAL stock, worth $2.1 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
46,869Holding current value
$2.1 Million% of portfolio
2.16%Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.8MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$70.9 Million1.05% of portfolio
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Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$53.5 Million2.92% of portfolio
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Cwm, LLC860KShares$38.6 Million0.15% of portfolio
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Lpl Financial LLC Fort Mill, SC833KShares$37.4 Million0.02% of portfolio
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Cerity Partners LLC New York, NY541KShares$24.3 Million0.05% of portfolio