Legacy Wealth Managment, Llc/Id Jp Morgan Ultra Short Mun Inco Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,005 shares of JMST stock, worth $51,114. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,005
Previous 1,183
15.05%
Holding current value
$51,114
Previous $60,000
16.67%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
488Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$282 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio