Intergy Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Intergy Private Wealth, LLC
- $260 Million
- Q1 2025
A detailed history of Intergy Private Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 16,117 shares of JMST stock, worth $816,003. This represents 0.31% of its overall portfolio holdings.
Number of Shares
16,117
Previous 16,647
3.18%
Holding current value
$816,003
Previous $844,000
2.96%
% of portfolio
0.31%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding JMST
# of Institutions
498Shares Held
52.9MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$280 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$121 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.3 Million4.4% of portfolio