Connecticut Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 8,765 shares of JMST stock, worth $445,437. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,765
Previous 8,019
9.3%
Holding current value
$445,437
Previous $406,000
9.85%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding JMST
# of Institutions
486Shares Held
51MCall Options Held
0Put 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$59.5 Million4.4% of portfolio