Bison Wealth, LLC Jpmorgan Diversified Return Us Transaction History
Bison Wealth, LLC
- $561 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$60.9 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$54.9 Million2.63% of portfolio
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Modera Wealth Management, LLC320KShares$37.7 Million0.49% of portfolio
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Captrust Financial Advisors Raleigh, NC213KShares$25.1 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$25 Million0.0% of portfolio