Boulder Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Boulder Wealth Advisors, LLC
- $194 Million
- Q4 2024
A detailed history of Boulder Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 110,897 shares of JMST stock, worth $5.64 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
110,897
Previous 127,672
13.14%
Holding current value
$5.64 Million
Previous $6.5 Million
13.53%
% of portfolio
2.9%
Previous 3.53%
Shares
5 transactions
Others Institutions Holding JMST
# of Institutions
488Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$282 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio