Pacific Capital Wealth Advisors, Inc Jp Morgan Ultra Short Mun Inco Call Options Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JMST
# of Institutions
463Shares Held
41.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$152 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.93MShares$97.9 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.92MShares$97.4 Million0.09% of portfolio
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Resonant Capital Advisors, LLC1.15MShares$58.5 Million4.37% of portfolio
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Salomon & Ludwin, LLC1.02MShares$51.8 Million5.3% of portfolio