Personal Cfo Solutions, LLC Jp Morgan Ultra Short Mun Inco Put Options Transaction History
Personal Cfo Solutions, LLC
- $482 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding JMST
# of Institutions
539Shares Held
54.6MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.15MShares$160 Million0.13% of portfolio
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Bank Of America Corp Charlotte, NC3.07MShares$156 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.71MShares$138 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA1.32MShares$67.5 Million0.02% of portfolio
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Resonant Capital Advisors, LLC1.28MShares$65.2 Million4.61% of portfolio