Capital Asset Advisory Services LLC Jpmorgan Diversified Return Us Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding JPUS
# of Institutions
85Shares Held
3.02MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.1 Million9.14% of portfolio
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St Germain D J CO Inc Springfield, MA466KShares$55.1 Million2.63% of portfolio
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Modera Wealth Management, LLC320KShares$37.8 Million0.49% of portfolio
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Bank Of America Corp Charlotte, NC234KShares$27.6 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC214KShares$25.3 Million0.08% of portfolio