Sonata Capital Group Inc Jpmorgan Diversified Return Us Transaction History
Sonata Capital Group Inc
- $242 Million
- Q4 2024
Shares
9 transactions
Others Institutions Holding JPUS
# of Institutions
92Shares Held
3.12MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$59.4 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$50.2 Million2.38% of portfolio
-
Modera Wealth Management, LLC308KShares$34.7 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$29.7 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC205KShares$23.1 Million0.07% of portfolio