Modern Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Modern Wealth Management, LLC holds 69,704 shares of JMST stock, worth $3.53 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
69,704
Previous 70,200
0.71%
Holding current value
$3.53 Million
Previous $3.58 Billion
0.95%
% of portfolio
0.12%
Previous 0.22%
Shares
5 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
-
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