Milestone Investment Advisors LLC Jp Morgan Tr Mun ETF (De) Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 9,808 shares of JMUB stock, worth $492,165. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,808
Previous 9,641
1.73%
Holding current value
$492,165
Previous $485,000
3.51%
% of portfolio
0.14%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding JMUB
# of Institutions
275Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$126 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.2 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$45.9 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.3 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.6 Million0.09% of portfolio