Intergy Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Intergy Private Wealth, LLC
- $240 Million
- Q2 2024
A detailed history of Intergy Private Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 20,414 shares of JMST stock, worth $1.04 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
20,414
Previous 21,595
5.47%
Holding current value
$1.04 Million
Previous $1.1 Million
5.48%
% of portfolio
0.43%
Previous 0.45%
Shares
9 transactions
Others Institutions Holding JMST
# of Institutions
444Shares Held
36.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$89.4 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.7 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.6 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$53.4 Million0.01% of portfolio