Forvis Wealth Advisors, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Forvis Wealth Advisors, LLC
- $4.26 Billion
- Q3 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 843,601 shares of JMUB stock, worth $42.7 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
843,601
Previous 771,143
9.4%
Holding current value
$42.7 Million
Previous $38.9 Million
11.33%
% of portfolio
1.02%
Previous 0.98%
Shares
7 transactions
Others Institutions Holding JMUB
# of Institutions
274Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$127 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.9 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$46.3 Million0.06% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.9 Million0.09% of portfolio
-
Envestnet Asset Management Inc720KShares$36.4 Million0.01% of portfolio