Levy Wealth Management Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 140,645 shares of JMST stock, worth $7.14 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
140,645
Previous 140,645
-0.0%
Holding current value
$7.14 Million
Previous $7.14 Million
-0.0%
% of portfolio
1.9%
Previous 2.01%
Shares
13 transactions
Others Institutions Holding JMST
# of Institutions
414Shares Held
35.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.94MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.68MShares$85.1 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$80.4 Million0.04% of portfolio
-
Fiduciary Trust CO Boston, MA1.34MShares$67.8 Million1.07% of portfolio
-
Wells Fargo & Company San Francisco, CA960KShares$48.7 Million0.01% of portfolio