Wealthedge Investment Advisors, LLC Jpmorgan Diversified Return Us Transaction History
Wealthedge Investment Advisors, LLC
- $222 Billion
- Q4 2024
A detailed history of Wealthedge Investment Advisors, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 8,616 shares of JPUS stock, worth $994,631. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,616Holding current value
$994,631% of portfolio
0.44%Shares
1 transactions
Others Institutions Holding JPUS
# of Institutions
92Shares Held
3.12MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$60.7 Million9.3% of portfolio
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St Germain D J CO Inc Springfield, MA445KShares$51.3 Million2.38% of portfolio
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Modera Wealth Management, LLC308KShares$35.5 Million0.43% of portfolio
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Bank Of America Corp Charlotte, NC263KShares$30.4 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC205KShares$23.6 Million0.07% of portfolio