Beta Wealth Group, Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Beta Wealth Group, Inc.
- $189 Million
- Q1 2024
A detailed history of Beta Wealth Group, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 209,224 shares of JMUB stock, worth $10.6 Million. This represents 5.62% of its overall portfolio holdings.
Number of Shares
209,224
Previous 192,185
8.87%
Holding current value
$10.6 Million
Previous $9.79 Million
8.4%
% of portfolio
5.62%
Previous 5.61%
Shares
2 transactions
Others Institutions Holding JMUB
# of Institutions
223Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$96.1 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.04MShares$52.4 Million0.05% of portfolio
-
Forvis Wealth Advisors, LLC727KShares$36.8 Million0.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC712KShares$36 Million0.1% of portfolio
-
Avantax Planning Partners, Inc.563KShares$28.5 Million0.93% of portfolio