Peterson Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Peterson Wealth Advisors, LLC
- $480 Million
- Q3 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 12,949 shares of JMST stock, worth $658,327. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,949
Previous 8,080
60.26%
Holding current value
$658,327
Previous $409,000
61.12%
% of portfolio
0.14%
Previous 0.09%
Shares
2 transactions
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
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.9 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.4 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.5 Million4.37% of portfolio
-
Salomon & Ludwin, LLC1.02MShares$51.8 Million5.3% of portfolio