Goldstein Advisors, LLC Jpmorgan Tr. Diversified Retur Transaction History
Goldstein Advisors, LLC
- $684 Billion
- Q1 2025
A detailed history of Goldstein Advisors, LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Goldstein Advisors, LLC holds 11,602 shares of JPME stock, worth $1.13 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,602
Previous 11,519
0.72%
Holding current value
$1.13 Million
Previous $1.18 Billion
1.15%
% of portfolio
0.17%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding JPME
# of Institutions
99Shares Held
3.01MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY688KShares$67.1 Million0.15% of portfolio
-
High Tower Advisors, LLC Chicago, IL293KShares$28.5 Million0.04% of portfolio
-
Morgan Stanley New York, NY281KShares$27.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$22.4 Million0.01% of portfolio
-
Creative One Wealth, LLC Overland Park, KS226KShares$22.1 Million0.77% of portfolio