Encompass Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 54,177 shares of JMST stock, worth $2.75 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
54,177
Previous 57,209
5.3%
Holding current value
$2.75 Million
Previous $2.9 Million
4.93%
% of portfolio
0.99%
Previous 1.1%
Shares
17 transactions
Others Institutions Holding JMST
# of Institutions
450Shares Held
40.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.7 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.5 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.5 Million0.96% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.4 Million4.37% of portfolio