Invenio Wealth Partners LLC Jp Morgan Tr Mun ETF (De) Transaction History
Invenio Wealth Partners LLC
- $231 Billion
- Q3 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 260,430 shares of JMUB stock, worth $13.2 Million. This represents 5.78% of its overall portfolio holdings.
Number of Shares
260,430
Previous 200,831
29.68%
Holding current value
$13.2 Million
Previous $10.1 Billion
31.98%
% of portfolio
5.78%
Previous 5.01%
Shares
5 transactions
Others Institutions Holding JMUB
# of Institutions
274Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$127 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.9 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$46.2 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.6 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.8 Million0.09% of portfolio