Avantax Planning Partners, Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Avantax Planning Partners, Inc.
- $3.08 Billion
- Q1 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 562,928 shares of JMUB stock, worth $28.2 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
562,928
Previous 582,260
3.32%
Holding current value
$28.2 Million
Previous $29.7 Million
3.74%
% of portfolio
0.93%
Previous 1.13%
Shares
9 transactions
Others Institutions Holding JMUB
# of Institutions
222Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$95 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.04MShares$51.8 Million0.05% of portfolio
-
Forvis Wealth Advisors, LLC727KShares$36.4 Million0.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC712KShares$35.6 Million0.1% of portfolio
-
Rockefeller Capital Management L.P. New York, NY516KShares$25.8 Million0.08% of portfolio