Laidlaw Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Laidlaw Wealth Management LLC
- $189 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
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Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio
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Sequoia Financial Advisors, LLC1.64MShares$74.9 Million0.85% of portfolio
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Bank Of America Corp Charlotte, NC1.53MShares$69.8 Million0.01% of portfolio