Shared Vision Wealth Group LLC J P Morgan Exchg Traded Fd Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
A detailed history of Shared Vision Wealth Group LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,586 shares of BBUS stock, worth $281,460. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,586
Previous 2,670
3.15%
Holding current value
$281,460
Previous $277 Million
0.96%
% of portfolio
0.14%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding BBUS
# of Institutions
143Shares Held
18.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$404 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.22MShares$241 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.33MShares$145 Million0.01% of portfolio
-
Vestmark Advisory Solutions, Inc.1.21MShares$132 Million4.87% of portfolio
-
Envestnet Asset Management Inc1.17MShares$127 Million0.04% of portfolio