Geo Wealth Management, LLC Jpmorgan Diversified Return Us Transaction History
Geo Wealth Management, LLC
- $2.73 Billion
- Q3 2024
A detailed history of Geo Wealth Management, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Geo Wealth Management, LLC holds 172 shares of JPUS stock, worth $20,234. This represents 0.0% of its overall portfolio holdings.
Number of Shares
172
Previous 172
-0.0%
Holding current value
$20,234
Previous $18,000
11.11%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding JPUS
# of Institutions
89Shares Held
3MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$60.8 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$52.3 Million2.38% of portfolio
-
Modera Wealth Management, LLC320KShares$37.7 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$25.1 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$24.9 Million0.0% of portfolio