Capital Advisors Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 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 14,961 shares of JMUB stock, worth $759,420. This represents 0.13% of its overall portfolio holdings.
Number of Shares
14,961
Previous 16,543
9.56%
Holding current value
$759,420
Previous $848,000
11.56%
% of portfolio
0.13%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding JMUB
# of Institutions
325Shares Held
34.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.66MShares$135 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$102 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.26MShares$64 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL1MShares$50.7 Million0.07% of portfolio
-
Forvis Wealth Advisors, LLC925KShares$46.9 Million1.1% of portfolio