Philip James Wealth Mangement, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Philip James Wealth Mangement, LLC
- $774 Billion
- Q4 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 30,224 shares of JMST stock, worth $1.54 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
30,224
Previous 27,160
11.28%
Holding current value
$1.54 Million
Previous $1.38 Billion
10.78%
% of portfolio
0.2%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding JMST
# of Institutions
470Shares Held
42.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$152 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$98 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.5 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio
-
Salomon & Ludwin, LLC1.03MShares$52.3 Million5.53% of portfolio