Stonehaven Wealth & Tax Solutions, LLC J P Morgan Diversified Return Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 31,382 shares of JPSE stock, worth $1.48 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
31,382Holding current value
$1.48 Million% of portfolio
1.6%Shares
1 transactions
Others Institutions Holding JPSE
# of Institutions
109Shares Held
9.6MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.4MShares$65.6 Million0.02% of portfolio
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Koss Olinger Consulting, LLC1.24MShares$58.2 Million5.08% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$36.7 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC615KShares$28.9 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL564KShares$26.5 Million0.02% of portfolio