Capital Asset Advisory Services LLC Jpmorgan Diversified Return Us Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding JPUS
# of Institutions
89Shares Held
3MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$60.8 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$52.3 Million2.38% of portfolio
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Modera Wealth Management, LLC320KShares$37.7 Million0.49% of portfolio
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Captrust Financial Advisors Raleigh, NC213KShares$25.1 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$24.9 Million0.0% of portfolio