Collaborative Wealth Managment Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 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 15,202 shares of JMUB stock, worth $750,370. This represents 0.37% of its overall portfolio holdings.
Number of Shares
15,202
Previous 11,825
28.56%
Holding current value
$750,370
Previous $593,000
28.16%
% of portfolio
0.37%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding JMUB
# of Institutions
369Shares Held
48.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.85MShares$141 Million0.06% of portfolio
-
Meeder Advisory Services, Inc. Dublin, OH2.73MShares$135 Million7.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.2MShares$109 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.9MShares$93.7 Million0.17% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.52MShares$75 Million0.03% of portfolio