Northwest Financial Advisors Jp Morgan Diversified Return Transaction History
Northwest Financial Advisors
- $121 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
5.31MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX471KShares$24.7 Million0.38% of portfolio
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Bank Of America Corp Charlotte, NC414KShares$21.8 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC291KShares$15.3 Million0.01% of portfolio
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Morgan Stanley New York, NY239KShares$12.6 Million0.0% of portfolio
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Sam Advisors, LLC176KShares$9.25 Million3.69% of portfolio