Captrust Financial Advisors Jp Morgan Ultra Short Mun Inco Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
A detailed history of Captrust Financial Advisors transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Captrust Financial Advisors holds 223,169 shares of JMST stock, worth $11.3 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
223,169
Previous 299,542
25.5%
Holding current value
$11.3 Million
Previous $15.3 Million
25.84%
% of portfolio
0.03%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding JMST
# of Institutions
499Shares Held
52.6MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$280 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$148 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$121 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.2 Million4.4% of portfolio