Strategic Wealth Partners, Ltd. Jp Morgan Diversified Return I Transaction History
Strategic Wealth Partners, Ltd.
- $1.03 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding JPIN
# of Institutions
107Shares Held
4.24MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC583KShares$33.6 Million0.07% of portfolio
-
Ubs Group Ag570KShares$32.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY309KShares$17.8 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY239KShares$13.8 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC232KShares$13.3 Million0.0% of portfolio