Avaii Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Avaii Wealth Management, LLC
- $168 Million
- Q1 2024
A detailed history of Avaii Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 10,572 shares of JPST stock, worth $532,300. This represents 0.32% of its overall portfolio holdings.
Number of Shares
10,572
Previous 16,057
34.16%
Holding current value
$532,300
Previous $806,000
33.87%
% of portfolio
0.32%
Previous 0.53%
Shares
10 transactions
Others Institutions Holding JPST
# of Institutions
1,015Shares Held
320MCall Options Held
0Put Options Held
8.61K-
Morgan Stanley New York, NY54.3MShares$2.73 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY45.7MShares$2.3 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC14.5MShares$729 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$686 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$461 Million0.25% of portfolio