Financial Synergies Wealth Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding JPST
# of Institutions
1,056Shares Held
365MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY73.5MShares$3.71 Billion0.31% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.85 Billion0.21% of portfolio
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Bank Of America Corp Charlotte, NC13.7MShares$691 Million0.06% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$687 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC11.2MShares$564 Million0.26% of portfolio