Laurel Wealth Advisors, Inc. Jpmorgan Diversified Return Us Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$60.9 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$54.9 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$37.7 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$25.1 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$25 Million0.0% of portfolio