Modern Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Modern Wealth Management, LLC
- $1.11 Trillion
- Q1 2024
A detailed history of Modern Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Modern Wealth Management, LLC holds 75,028 shares of JMST stock, worth $3.8 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
75,028
Previous 80,772
7.11%
Holding current value
$3.8 Million
Previous $4.1 Billion
7.24%
% of portfolio
0.34%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
414Shares Held
35.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.94MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.68MShares$84.9 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$80.3 Million0.04% of portfolio
-
Fiduciary Trust CO Boston, MA1.34MShares$67.7 Million1.07% of portfolio
-
Wells Fargo & Company San Francisco, CA960KShares$48.6 Million0.01% of portfolio