Concurrent Investment Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,929 shares of JMST stock, worth $249,752. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,929
Previous 35,933
86.28%
Holding current value
$249,752
Previous $1.82 Billion
86.23%
% of portfolio
0.01%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
447Shares Held
39.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$152 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$89.1 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.4 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.4 Million0.96% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.3 Million4.37% of portfolio