Fsm Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 594,838 shares of JMST stock, worth $30.3 Million. This represents 7.45% of its overall portfolio holdings.
Number of Shares
594,838
Previous 593,698
0.19%
Holding current value
$30.3 Million
Previous $30.2 Million
0.26%
% of portfolio
7.45%
Previous 8.01%
Shares
11 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
-
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