Mascagni Wealth Management, Inc. Jp Morgan Diversified Return I Transaction History
Mascagni Wealth Management, Inc.
- $101 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding JPIN
# of Institutions
107Shares Held
4.16MCall Options Held
0Put Options Held
0-
Ubs Group Ag570KShares$33.8 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC502KShares$29.8 Million0.06% of portfolio
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Morgan Stanley New York, NY309KShares$18.3 Million0.0% of portfolio
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Cerity Partners LLC New York, NY239KShares$14.2 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC232KShares$13.7 Million0.0% of portfolio