Helen Stephens Group, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Helen Stephens Group, LLC
- $327 Million
- Q3 2024
A detailed history of Helen Stephens Group, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Helen Stephens Group, LLC holds 197,705 shares of JMUB stock, worth $9.92 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
197,705
Previous 171,484
15.29%
Holding current value
$9.92 Million
Previous $8.64 Million
17.33%
% of portfolio
3.1%
Previous 3.0%
Shares
11 transactions
Others Institutions Holding JMUB
# of Institutions
275Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$126 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.2 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$45.9 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.3 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.6 Million0.09% of portfolio