Stonehaven Wealth & Tax Solutions, LLC Jpmorgan Tr. Diversified Retur Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 17,021 shares of JPME stock, worth $1.8 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
17,021Holding current value
$1.8 Million% of portfolio
1.9%Shares
1 transactions
Others Institutions Holding JPME
# of Institutions
95Shares Held
3.03MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY688KShares$72.7 Million0.15% of portfolio
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High Tower Advisors, LLC Chicago, IL293KShares$30.9 Million0.04% of portfolio
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Morgan Stanley New York, NY281KShares$29.7 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC230KShares$24.3 Million0.01% of portfolio
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Creative One Wealth, LLC Overland Park, KS226KShares$23.9 Million0.77% of portfolio