Collaborative Wealth Managment Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 11,825 shares of JMUB stock, worth $595,388. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,825
Previous 13,066
9.5%
Holding current value
$595,388
Previous $669,000
11.36%
% of portfolio
0.28%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding JMUB
# of Institutions
323Shares Held
34.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.66MShares$134 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$101 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.26MShares$63.5 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL1MShares$50.3 Million0.07% of portfolio
-
Forvis Wealth Advisors, LLC925KShares$46.6 Million1.1% of portfolio