Capital Advisors Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 16,543 shares of JMUB stock, worth $836,579. This represents 0.16% of its overall portfolio holdings.
Number of Shares
16,543
Previous 14,454
14.45%
Holding current value
$836,579
Previous $728,000
16.48%
% of portfolio
0.16%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding JMUB
# of Institutions
274Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$127 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.9 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$46.3 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.7 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.9 Million0.09% of portfolio