Forza Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,900 shares of JMST stock, worth $757,069. This represents 0.39% of its overall portfolio holdings.
Number of Shares
14,900
Previous 14,900
-0.0%
Holding current value
$757,069
Previous $756 Million
0.01%
% of portfolio
0.39%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
419Shares Held
35.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.94MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.68MShares$85.2 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$80.6 Million0.04% of portfolio
-
Fiduciary Trust CO Boston, MA1.34MShares$67.9 Million1.07% of portfolio
-
Wells Fargo & Company San Francisco, CA960KShares$48.8 Million0.01% of portfolio