Goal Vest Advisory LLC Jp Morgan Tr Mun ETF (De) Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Goal Vest Advisory LLC holds 194 shares of JMUB stock, worth $9,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares

194

Holding current value

$9,746

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$50.15 - $51.27 $9,729 - $9,946	194 New	194 $9,000
Q1 2024 Apr 15, 2024	BUY	$50.54 - $51.04 $78,387 - $79,163	1,551 New	1,551 $78,000

Others Institutions Holding JMUB

# of Institutions

275

Shares Held

26.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.51M
Shares

$126 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

1.82M
Shares

$91.3 Million
0.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

915K
Shares

$46 Million
0.06% of portfolio
Forvis Wealth Advisors, LLC

844K
Shares

$42.4 Million
1.02% of portfolio
Wealth Enhancement Advisory Services, LLC

769K
Shares

$38.6 Million
0.09% of portfolio

View Full List

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

More about JMUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account