Kathleen S. Wright Associates Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Kathleen S. Wright Associates Inc.
- $246 Million
- Q3 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 44,447 shares of JMST stock, worth $2.25 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
44,447
Previous 44,444
0.01%
Holding current value
$2.25 Million
Previous $2.26 Million
0.4%
% of portfolio
0.92%
Previous 1.02%
Shares
12 transactions
Others Institutions Holding JMST
# of Institutions
447Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$152 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$89.1 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.4 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.4 Million0.96% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.3 Million4.37% of portfolio