Avestar Capital, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Avestar Capital, LLC

$965 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$47.66 - $51.17 $195,930 - $210,359	4,111 Added 25.19%	20,431 $1.04 Million
Q3 2023 Oct 20, 2023	BUY	$48.34 - $50.47 $127,424 - $133,038	2,636 Added 19.26%	16,320 $789,000
Q2 2023 Aug 01, 2023	SELL	$49.58 - $51.03 $38,920 - $40,058	-785 Reduced 5.43%	13,684 $687,000
Q1 2023 Apr 20, 2023	BUY	$49.57 - $51.03 $29,989 - $30,873	605 Added 4.36%	14,469 $732,000
Q4 2022 Jan 20, 2023	SELL	$47.75 - $50.14 $7,544 - $7,922	-158 Reduced 1.13%	13,864 $0
Q3 2022 Oct 26, 2022	SELL	$48.37 - $51.22 $70,958 - $75,139	-1,467 Reduced 9.47%	14,022 $679,000
Q2 2022 Jul 28, 2022	BUY	$49.21 - $51.35 $762,213 - $795,360	15,489 New	15,489 $773,000

Others Institutions Holding JMUB

# of Institutions

256

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.11M
Shares

$108 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.13M
Shares

$57.9 Million
0.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

853K
Shares

$43.7 Million
0.06% of portfolio
Forvis Wealth Advisors, LLC

771K
Shares

$39.5 Million
0.98% of portfolio
Wealth Enhancement Advisory Services, LLC

731K
Shares

$37.4 Million
0.09% of portfolio

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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