Philip James Wealth Mangement, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 34,771 shares of JMUB stock, worth $1.76 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
34,771
Previous 30,183
15.2%
Holding current value
$1.76 Million
Previous $1.52 Billion
17.25%
% of portfolio
0.22%
Previous 1.01%
Shares
2 transactions
Others Institutions Holding JMUB
# of Institutions
274Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$127 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.9 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$46.3 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.7 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.9 Million0.09% of portfolio