Oak Harbor Wealth Partners, LLC J P Morgan Diversified Return Transaction History
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 22,854 shares of JPSE stock, worth $1.08 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,854
Previous 21,021
8.72%
Holding current value
$1.08 Million
Previous $916,000
19.76%
% of portfolio
0.31%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding JPSE
# of Institutions
98Shares Held
8.06MCall Options Held
0Put Options Held
0-
Koss Olinger Consulting, LLC1.21MShares$57.4 Million5.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$37 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL564KShares$26.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC553KShares$26.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC485KShares$23 Million0.0% of portfolio