Investment Planning Advisors, Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Investment Planning Advisors, Inc.
- $200 Million
- Q4 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 41,269 shares of JMUB stock, worth $2.07 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
41,269
Previous 33,893
21.76%
Holding current value
$2.07 Million
Previous $1.74 Million
19.11%
% of portfolio
1.04%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding JMUB
# of Institutions
283Shares Held
27.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$126 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.2 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$45.9 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.3 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC768KShares$38.6 Million0.08% of portfolio