Bernardo Wealth Planning LLC Jp Morgan Tr Mun ETF (De) Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 18,209 shares of JMUB stock, worth $913,363. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,209
Previous 18,258
0.27%
Holding current value
$913,363
Previous $919,000
0.76%
% of portfolio
0.22%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding JMUB
# of Institutions
275Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$126 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.2 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$45.9 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.3 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.6 Million0.09% of portfolio