Collaborative Wealth Managment Inc. Jpmorgan International Bond Op Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding JPIB
# of Institutions
144Shares Held
10.4MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.747KShares$36 Million1.27% of portfolio
-
Fsm Wealth Advisors, LLC Cleveland, OH567KShares$27.3 Million6.12% of portfolio
-
Bank Of America Corp Charlotte, NC497KShares$23.9 Million0.0% of portfolio
-
Mc Carthy & Cox Marysville, OH366KShares$17.6 Million7.63% of portfolio
-
Morgan Stanley New York, NY355KShares$17.1 Million0.0% of portfolio