Mn Wealth Advisors, LLC Jpmorgan Diversified Return Us Transaction History
Mn Wealth Advisors, LLC
- $162 Billion
- Q1 2024
A detailed history of Mn Wealth Advisors, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 20,577 shares of JPUS stock, worth $2.23 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
20,577
Previous 20,695
0.57%
Holding current value
$2.23 Million
Previous $2.13 Billion
8.41%
% of portfolio
1.43%
Previous 1.46%
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
88Shares Held
3.32MCall Options Held
4KPut Options Held
0-
Planning Alternatives LTD516KShares$56.1 Million9.5% of portfolio
-
St Germain D J CO Inc Springfield, MA480KShares$52.1 Million2.57% of portfolio
-
Modera Wealth Management, LLC338KShares$36.7 Million0.58% of portfolio
-
Ubs Group Ag310KShares$33.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC236KShares$25.7 Million0.0% of portfolio