Principia Wealth Advisory, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 1,859 shares of JMST stock, worth $94,660. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,859
Previous 1,859
-0.0%
Holding current value
$94,660
Previous $94.1 Million
0.57%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
550Shares Held
60.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.79MShares$193 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO3.78MShares$193 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.97MShares$151 Million0.05% of portfolio
-
Hb Wealth Management, LLC1.73MShares$88.3 Million0.61% of portfolio
-
Resonant Capital Advisors, LLC1.42MShares$72.3 Million4.3% of portfolio