Pathstone Family Office, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
463Shares Held
41.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$151 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.93MShares$97.8 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$58.4 Million4.37% of portfolio
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Salomon & Ludwin, LLC1.02MShares$51.8 Million5.3% of portfolio