Wealth Care Investment Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 11,315 shares of JMST stock, worth $574,575. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,315
Previous 15,486
26.93%
Holding current value
$574,575
Previous $788,000
27.28%
% of portfolio
0.26%
Previous 0.36%
Shares
11 transactions
Others Institutions Holding JMST
# of Institutions
491Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio