Nelson, Van Denburg & Campbell Wealth Management Group, LLC Jpmorgan Diversified Return Us Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.53 Billion
- Q1 2025
Shares
8 transactions
Others Institutions Holding JPUS
# of Institutions
91Shares Held
3.14MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$59 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA436KShares$48.8 Million2.44% of portfolio
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Modera Wealth Management, LLC308KShares$34.5 Million0.43% of portfolio
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Bank Of America Corp Charlotte, NC263KShares$29.5 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC205KShares$22.9 Million0.07% of portfolio