Avantax Planning Partners, Inc. Jpmorgan International Bond Op Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,251,106 shares of JPIB stock, worth $110 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
2,251,106
Previous 1,302,392
72.84%
Holding current value
$110 Million
Previous $63.3 Million
74.3%
% of portfolio
3.2%
Previous 2.04%
Shares
31 transactions
Others Institutions Holding JPIB
# of Institutions
198Shares Held
19.7MCall Options Held
0Put Options Held
0-
Rice Partnership, LLC1.31MShares$64.2 Million9.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC818KShares$40 Million0.01% of portfolio
-
Fsm Wealth Advisors, LLC Cleveland, OH754KShares$36.9 Million5.36% of portfolio
-
Goldman Sachs Group Inc New York, NY626KShares$30.6 Million0.0% of portfolio
-
Goldstone Financial Group, LLC Oakbrook Terrace, IL501KShares$24.5 Million2.9% of portfolio