Avantax Planning Partners, Inc. Jp Morgan Diversified Return I Transaction History
Avantax Planning Partners, Inc.
- $3.1 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding JPIN
# of Institutions
103Shares Held
4.57MCall Options Held
0Put Options Held
0-
Ubs Group Ag634KShares$37.8 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC620KShares$37 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC453KShares$27 Million0.0% of portfolio
-
Morgan Stanley New York, NY324KShares$19.3 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY262KShares$15.7 Million0.04% of portfolio