Aspen Wealth Strategies, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Aspen Wealth Strategies, LLC
- $156 Billion
- Q4 2024
A detailed history of Aspen Wealth Strategies, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 4,675 shares of JMST stock, worth $237,583. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,675
Previous 6,000
22.08%
Holding current value
$237,583
Previous $306 Million
22.44%
% of portfolio
0.15%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
486Shares Held
51MCall Options Held
0Put 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
-
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