Modera Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Modera Wealth Management, LLC holds 22,581 shares of JMST stock, worth $1.15 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22,581
Previous 22,581
-0.0%
Holding current value
$1.15 Million
Previous $1.15 Million
0.43%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding JMST
# of Institutions
491Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio