Avaii Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 13,537 shares of JMST stock, worth $685,784. This represents 0.41% of its overall portfolio holdings.
Number of Shares
13,537
Previous 13,834
2.15%
Holding current value
$685,784
Previous $701,000
2.14%
% of portfolio
0.41%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding JMST
# of Institutions
414Shares Held
35.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.94MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.68MShares$84.9 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$80.3 Million0.04% of portfolio
-
Fiduciary Trust CO Boston, MA1.34MShares$67.7 Million1.07% of portfolio
-
Wells Fargo & Company San Francisco, CA960KShares$48.6 Million0.01% of portfolio