Beta Wealth Group, Inc. Jp Morgan Tr Mun ETF (De) Call Options Transaction History
Beta Wealth Group, Inc.
- $189 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JMUB
# of Institutions
223Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$95.7 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.04MShares$52.2 Million0.05% of portfolio
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Forvis Wealth Advisors, LLC727KShares$36.6 Million0.94% of portfolio
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Wealth Enhancement Advisory Services, LLC712KShares$35.9 Million0.1% of portfolio
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Avantax Planning Partners, Inc.563KShares$28.4 Million0.93% of portfolio