Phoenix Wealth Advisors Jp Morgan Ultra Short Mun Inco Transaction History
Phoenix Wealth Advisors
- $215 Million
- Q3 2024
A detailed history of Phoenix Wealth Advisors transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Phoenix Wealth Advisors holds 184,302 shares of JMST stock, worth $9.36 Million. This represents 4.37% of its overall portfolio holdings.
Number of Shares
184,302Holding current value
$9.36 Million% of portfolio
4.37%Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
463Shares Held
41.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$151 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.93MShares$97.7 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.92MShares$97.3 Million0.09% of portfolio
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Resonant Capital Advisors, LLC1.15MShares$58.4 Million4.37% of portfolio
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Salomon & Ludwin, LLC1.02MShares$51.8 Million5.3% of portfolio