Lifelong Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Lifelong Wealth Advisors, Inc.
- $222 Billion
- Q4 2024
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 23,465 shares of JMST stock, worth $1.19 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
23,465Holding current value
$1.19 Million% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
492Shares Held
51.1MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
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Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio