Capital Advisors Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 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 14,454 shares of JMUB stock, worth $740,478. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,454
Previous 12,178
18.69%
Holding current value
$740,478
Previous $617,000
17.99%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding JMUB
# of Institutions
256Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.11MShares$108 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$57.9 Million0.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL853KShares$43.7 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC771KShares$39.5 Million0.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC731KShares$37.4 Million0.09% of portfolio