Confluence Wealth Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 9,300 shares of JMST stock, worth $472,812. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,300
Previous 9,300
-0.0%
Holding current value
$472,812
Previous $473,000
0.42%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
492Shares Held
51.1MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio