Landmark Wealth Management, Inc. Jpmorgan Tr. Diversified Retur Transaction History
Landmark Wealth Management, Inc.
- $201 Billion
- Q3 2024
A detailed history of Landmark Wealth Management, Inc. transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Landmark Wealth Management, Inc. holds 6,996 shares of JPME stock, worth $769,070. This represents 0.37% of its overall portfolio holdings.
Number of Shares
6,996
Previous 7,195
2.77%
Holding current value
$769,070
Previous $685 Million
7.27%
% of portfolio
0.37%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding JPME
# of Institutions
86Shares Held
3MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY692KShares$76.1 Million0.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL292KShares$32.1 Million0.04% of portfolio
-
Morgan Stanley New York, NY288KShares$31.7 Million0.0% of portfolio
-
Creative One Wealth, LLC Overland Park, KS225KShares$24.7 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC215KShares$23.7 Million0.01% of portfolio