Summit Wealth Partners, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 43,055 shares of JMUB stock, worth $2.18 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
43,055
Previous 41,534
3.66%
Holding current value
$2.18 Million
Previous $2.09 Billion
5.5%
% of portfolio
0.43%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding JMUB
# of Institutions
274Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$127 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.9 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$46.3 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.7 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.9 Million0.09% of portfolio