Independent Wealth Network Inc. Jpmorgan Diversified Return Us Transaction History
Independent Wealth Network Inc.
- $234 Million
- Q4 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 12,334 shares of JPUS stock, worth $1.43 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
12,334
Previous 10,280
19.98%
Holding current value
$1.43 Million
Previous $1.23 Million
14.39%
% of portfolio
0.6%
Previous 0.56%
Shares
15 transactions
Others Institutions Holding JPUS
# of Institutions
91Shares Held
3.11MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$61.1 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$51.6 Million2.38% of portfolio
-
Modera Wealth Management, LLC308KShares$35.7 Million0.43% of portfolio
-
Bank Of America Corp Charlotte, NC263KShares$30.5 Million0.0% of portfolio
-
Captrust Financial Advisors Raleigh, NC205KShares$23.8 Million0.07% of portfolio