Laurel Wealth Planning LLC Jp Morgan Ultra Short Mun Inco Transaction History
Laurel Wealth Planning LLC
- $144 Million
- Q2 2024
A detailed history of Laurel Wealth Planning LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 38,084 shares of JMST stock, worth $1.93 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
38,084
Previous 27,999
36.02%
Holding current value
$1.93 Million
Previous $1.42 Million
36.03%
% of portfolio
1.35%
Previous 0.94%
Shares
12 transactions
Others Institutions Holding JMST
# of Institutions
448Shares Held
36.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$89.3 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.6 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.6 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$53.4 Million0.01% of portfolio