Aletheian Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History
Aletheian Wealth Advisors LLC
- $163 Million
- Q3 2024
A detailed history of Aletheian Wealth Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 3,963 shares of JMST stock, worth $201,161. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,963
Previous 4,006
1.07%
Holding current value
$201,161
Previous $203,000
0.99%
% of portfolio
0.12%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding JMST
# of Institutions
447Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.7 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.5 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.5 Million0.96% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.4 Million4.37% of portfolio