Mn Wealth Advisors, LLC Jpmorgan Diversified Return Us Transaction History
Mn Wealth Advisors, LLC
- $178 Billion
- Q4 2024
A detailed history of Mn Wealth Advisors, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 19,537 shares of JPUS stock, worth $2.3 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
19,537
Previous 19,569
0.16%
Holding current value
$2.3 Million
Previous $2.34 Billion
4.81%
% of portfolio
1.25%
Previous 1.33%
Shares
5 transactions
Others Institutions Holding JPUS
# of Institutions
91Shares Held
3.11MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$61.9 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$52.3 Million2.38% of portfolio
-
Modera Wealth Management, LLC308KShares$36.2 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$31 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC205KShares$24.1 Million0.07% of portfolio