Collaborative Wealth Managment Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 19,056 shares of JMUB stock, worth $963,852. This represents 0.4% of its overall portfolio holdings.
Number of Shares
19,056
Previous 16,634
14.56%
Holding current value
$963,852
Previous $825,000
16.48%
% of portfolio
0.4%
Previous 0.37%
Shares
9 transactions
Others Institutions Holding JMUB
# of Institutions
425Shares Held
65.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.83MShares$194 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.21MShares$162 Million0.11% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH2.94MShares$149 Million6.9% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.54MShares$129 Million0.21% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.43MShares$123 Million0.15% of portfolio