Lion Street Advisors, LLC Jpmorgan Diversified Return Us Transaction History
Lion Street Advisors, LLC
- $282 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$63.2 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$57 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$39.2 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$26.1 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$25.9 Million0.0% of portfolio