Forza Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,900 shares of JMST stock, worth $758,261. This represents 0.35% of its overall portfolio holdings.
Number of Shares
14,900
Previous 14,900
-0.0%
Holding current value
$758,261
Previous $756 Million
0.38%
% of portfolio
0.35%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
463Shares Held
41.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$152 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$98 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.5 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.5 Million4.37% of portfolio
-
Salomon & Ludwin, LLC1.02MShares$51.9 Million5.3% of portfolio