Integrated Wealth Concepts LLC J P Morgan ETF Tr U S Value Fa Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 106,889 shares of JVAL stock, worth $4.46 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
106,889
Previous 126,025
15.18%
Holding current value
$4.46 Million
Previous $5.49 Million
15.9%
% of portfolio
0.06%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding JVAL
# of Institutions
131Shares Held
11.7MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$65.9 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$49.7 Million2.92% of portfolio
-
Cwm, LLC860KShares$35.9 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$34.7 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$22.6 Million0.05% of portfolio