Appleton Partners Inc Jpmorgan Diversified Return Us Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding JPUS
# of Institutions
84Shares Held
3.07MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.7 Million9.14% of portfolio
-
St Germain D J CO Inc Springfield, MA480KShares$57.4 Million2.57% of portfolio
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Modera Wealth Management, LLC329KShares$39.3 Million0.53% of portfolio
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Bank Of America Corp Charlotte, NC234KShares$27.9 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC214KShares$25.6 Million0.08% of portfolio