Fsm Wealth Advisors, LLC Jp Morgan ETF Fd Tr Active Val Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 358,265 shares of JAVA stock, worth $23.8 Million. This represents 5.6% of its overall portfolio holdings.
Number of Shares
358,265
Previous 330,597
8.37%
Holding current value
$23.8 Million
Previous $21.2 Million
7.03%
% of portfolio
5.6%
Previous 5.61%
Shares
10 transactions
Others Institutions Holding JAVA
# of Institutions
169Shares Held
22.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.59MShares$172 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$95.1 Million0.02% of portfolio
-
Janney Montgomery Scott LLC1.43MShares$94.8 Million0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY1.38MShares$91.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.07MShares$71.1 Million0.01% of portfolio