Personal Cfo Solutions, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Personal Cfo Solutions, LLC
- $600 Million
- Q1 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 16,771 shares of JMUB stock, worth $847,438. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,771
Previous 12,920
29.81%
Holding current value
$847,438
Previous $658,000
29.18%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding JMUB
# of Institutions
224Shares Held
19.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$96 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.04MShares$52.4 Million0.05% of portfolio
-
Forvis Wealth Advisors, LLC727KShares$36.7 Million0.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC712KShares$36 Million0.1% of portfolio
-
Avantax Planning Partners, Inc.563KShares$28.4 Million0.93% of portfolio