Naviter Wealth, LLC Jpmorgan Chase & CO Alerian Ml Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding AMJ
# of Institutions
15Shares Held
662KCall Options Held
200Put Options Held
0-
Coulter & Justus Financial Services, LLC249KShares$01.58% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA183KShares$00.01% of portfolio
-
Fieldpoint Private Securities, LLC77.7KShares$00.43% of portfolio
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Pathstone Family Office, LLC Englewood, NJ55.7KShares$00.01% of portfolio
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Eaton Vance Management Boston, MA38.4KShares$00.0% of portfolio