Philip James Wealth Mangement, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 7,104 shares of JMST stock, worth $361,096. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,104Holding current value
$361,096% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
442Shares Held
39.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.76MShares$89.4 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.74MShares$88.7 Million0.09% of portfolio
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Fiduciary Trust CO Boston, MA1.23MShares$62.6 Million0.96% of portfolio
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Resonant Capital Advisors, LLC1.15MShares$58.5 Million4.37% of portfolio