Collaborative Wealth Managment Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 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 11,162 shares of JMUB stock, worth $571,829. This represents 0.28% of its overall portfolio holdings.
Number of Shares
11,162
Previous 10,311
8.25%
Holding current value
$571,829
Previous $523,000
7.46%
% of portfolio
0.28%
Previous 0.27%
Shares
4 transactions
Others Institutions Holding JMUB
# of Institutions
256Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.11MShares$108 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$57.9 Million0.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL853KShares$43.7 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC771KShares$39.5 Million0.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC731KShares$37.4 Million0.09% of portfolio