Kingsview Wealth Management, LLC Jp Morgan Diversified Return I Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding JPIN
# of Institutions
104Shares Held
4.1MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC583KShares$33 Million0.07% of portfolio
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Ubs Group Ag570KShares$32.3 Million0.01% of portfolio
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Morgan Stanley New York, NY309KShares$17.5 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY239KShares$13.6 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC232KShares$13.1 Million0.0% of portfolio