Levy Wealth Management Group, LLC J P Morgan ETF Tr U S Quality Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 634,321 shares of JQUA stock, worth $34 Million. This represents 8.61% of its overall portfolio holdings.
Number of Shares
634,321
Previous 548,704
15.6%
Holding current value
$34 Million
Previous $29 Million
15.78%
% of portfolio
8.61%
Previous 7.71%
Shares
6 transactions
Others Institutions Holding JQUA
# of Institutions
391Shares Held
68.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC6.22MShares$333 Million2.9% of portfolio
-
Signaturefd, LLC Atlanta, GA5.4MShares$289 Million5.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$200 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.81MShares$150 Million7.73% of portfolio
-
Sage Mountain Advisors LLC2.4MShares$129 Million10.19% of portfolio