Boulder Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Boulder Wealth Advisors, LLC
- $172 Million
- Q1 2025
A detailed history of Boulder Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 163,246 shares of JMST stock, worth $8.3 Million. This represents 4.83% of its overall portfolio holdings.
Number of Shares
163,246
Previous 110,897
47.21%
Holding current value
$8.3 Million
Previous $5.62 Million
47.63%
% of portfolio
4.83%
Previous 2.9%
Shares
6 transactions
Others Institutions Holding JMST
# of Institutions
529Shares Held
53.2MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.15MShares$160 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$138 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA1.32MShares$67.4 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.28MShares$65.1 Million4.61% of portfolio