Modera Wealth Management, LLC J P Morgan ETF Tr U S Value Fa Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in J P Morgan ETF Tr U S Value Fa stock. As of the latest transaction made, Modera Wealth Management, LLC holds 4,867 shares of JVAL stock, worth $185,481. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,867
Previous 4,867
-0.0%
Holding current value
$185,481
Previous $212,000
0.94%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding JVAL
# of Institutions
129Shares Held
11.9MCall Options Held
0Put Options Held
0-
Brinker Capital Investments, LLC1.58MShares$60.2 Million1.05% of portfolio
-
Cobblestone Capital Advisors LLC Rochester, NY1.19MShares$45.4 Million2.92% of portfolio
-
Cwm, LLC860KShares$32.8 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$31.7 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY541KShares$20.6 Million0.05% of portfolio