Triangle Securities Wealth Management Jp Morgan ETF Fd Tr Active Val Transaction History
Triangle Securities Wealth Management
- $372 Million
- Q1 2025
A detailed history of Triangle Securities Wealth Management transactions in Jp Morgan ETF Fd Tr Active Val stock. As of the latest transaction made, Triangle Securities Wealth Management holds 237,946 shares of JAVA stock, worth $14.3 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
237,946
Previous 234,725
1.37%
Holding current value
$14.3 Million
Previous $14.9 Million
0.94%
% of portfolio
4.03%
Previous 3.97%
Shares
7 transactions
Others Institutions Holding JAVA
# of Institutions
209Shares Held
36.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.2MShares$616 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.83MShares$170 Million0.08% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.8MShares$169 Million4.5% of portfolio
-
Janney Montgomery Scott LLC1.48MShares$88.9 Million0.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.43MShares$86.2 Million0.02% of portfolio