Great Point Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 156,595 shares of JMST stock, worth $7.96 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
156,595
Previous 154,347
1.46%
Holding current value
$7.96 Million
Previous $7.86 Million
0.99%
% of portfolio
1.76%
Previous 1.71%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
467Shares Held
42.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$151 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.8 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.4 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio
-
Salomon & Ludwin, LLC1.03MShares$52.2 Million5.53% of portfolio