Collaborative Wealth Managment Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
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 13,066 shares of JMUB stock, worth $655,651. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,066
Previous 11,162
17.06%
Holding current value
$655,651
Previous $562,000
19.04%
% of portfolio
0.31%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding JMUB
# of Institutions
275Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$126 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.2 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$45.9 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.3 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.6 Million0.09% of portfolio