Goldstein Advisors, LLC J P Morgan Diversified Return Transaction History
Goldstein Advisors, LLC
- $586 Billion
- Q1 2024
A detailed history of Goldstein Advisors, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Goldstein Advisors, LLC holds 191,521 shares of JPSE stock, worth $8.34 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
191,521
Previous 167,544
14.31%
Holding current value
$8.34 Million
Previous $6.58 Billion
31.51%
% of portfolio
1.48%
Previous 1.37%
Shares
5 transactions
Others Institutions Holding JPSE
# of Institutions
92Shares Held
6.89MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL823KShares$35.8 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC778KShares$33.9 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A6557KShares$24.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC498KShares$21.7 Million0.0% of portfolio
-
Capital Advisors Wealth Management, LLC424KShares$18.4 Million3.98% of portfolio