Invenio Wealth Partners LLC Jp Morgan Tr Mun ETF (De) Transaction History
Invenio Wealth Partners LLC
- $186 Billion
- Q1 2024
A detailed history of Invenio Wealth Partners LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 178,117 shares of JMUB stock, worth $8.95 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
178,117
Previous 71,394
149.48%
Holding current value
$8.95 Million
Previous $3.64 Billion
148.41%
% of portfolio
4.87%
Previous 2.63%
Shares
3 transactions
Others Institutions Holding JMUB
# of Institutions
223Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$95.5 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.04MShares$52.1 Million0.05% of portfolio
-
Forvis Wealth Advisors, LLC727KShares$36.5 Million0.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC712KShares$35.8 Million0.1% of portfolio
-
Avantax Planning Partners, Inc.563KShares$28.3 Million0.93% of portfolio