Horizon Family Wealth, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Horizon Family Wealth, Inc.
- $143 Million
- Q4 2024
A detailed history of Horizon Family Wealth, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 4,253 shares of JMST stock, worth $215,967. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,253
Previous 4,240
0.31%
Holding current value
$215,967
Previous $215,000
-0.0%
% of portfolio
0.15%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
491Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 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$59.5 Million4.4% of portfolio