Stonehaven Wealth & Tax Solutions, LLC J P Morgan ETF Tr U S Quality Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $108 Billion
- Q3 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 20,007 shares of JQUA stock, worth $1.24 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
20,007
Previous 20,102
0.47%
Holding current value
$1.24 Million
Previous $1.21 Billion
4.27%
% of portfolio
1.16%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding JQUA
# of Institutions
448Shares Held
83.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC9.26MShares$574 Million3.27% of portfolio
-
Signaturefd, LLC Atlanta, GA5.39MShares$334 Million5.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.2MShares$322 Million0.1% of portfolio
-
Sage Mountain Advisors LLC2.89MShares$179 Million10.67% of portfolio
-
Morgan Stanley New York, NY2.67MShares$165 Million0.01% of portfolio