Geneos Wealth Management Inc. J P Morgan ETF Tr U S Value Fa Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,942 shares of JVAL stock, worth $87,331. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,942
Previous 1,942
-0.0%
Holding current value
$87,331
Previous $84,000
1.19%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding JVAL
# of Institutions
122Shares Held
11.5MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$71.1 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.18MShares$52.8 Million3.0% of portfolio
-
Cwm, LLC865KShares$38.9 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC806KShares$36.3 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY553KShares$24.9 Million0.05% of portfolio