Intergy Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Intergy Private Wealth, LLC
- $265 Million
- Q4 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 16,647 shares of JMST stock, worth $847,665. This represents 0.32% of its overall portfolio holdings.
Number of Shares
16,647
Previous 20,492
18.76%
Holding current value
$847,665
Previous $1.04 Million
19.08%
% of portfolio
0.32%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding JMST
# of Institutions
491Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$282 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$119 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.7 Million4.4% of portfolio