Concurrent Investment Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,665 shares of JMST stock, worth $338,648. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,665
Previous 4,929
35.22%
Holding current value
$338,648
Previous $251 Million
34.61%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding JMST
# of Institutions
473Shares Held
44.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$151 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.8 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.4 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio
-
Salomon & Ludwin, LLC1.03MShares$52.2 Million5.53% of portfolio