Independent Wealth Network Inc. Jpmorgan Diversified Return Us Transaction History
Independent Wealth Network Inc.
- $205 Million
- Q1 2024
A detailed history of Independent Wealth Network Inc. transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Independent Wealth Network Inc. holds 10,154 shares of JPUS stock, worth $1.11 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
10,154
Previous 10,080
0.73%
Holding current value
$1.11 Million
Previous $1.13 Million
0.8%
% of portfolio
0.55%
Previous 3.08%
Shares
12 transactions
Others Institutions Holding JPUS
# of Institutions
88Shares Held
3.32MCall Options Held
4KPut Options Held
0-
Planning Alternatives LTD516KShares$56.4 Million9.5% of portfolio
-
St Germain D J CO Inc Springfield, MA505KShares$55.1 Million2.78% of portfolio
-
Modera Wealth Management, LLC338KShares$36.9 Million0.58% of portfolio
-
Ubs Group Ag310KShares$33.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC236KShares$25.8 Million0.0% of portfolio