Phoenix Wealth Advisors Jp Morgan Ultra Short Mun Inco Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
A detailed history of Phoenix Wealth Advisors transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Phoenix Wealth Advisors holds 182,397 shares of JMST stock, worth $9.28 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
182,397
Previous 184,302
1.03%
Holding current value
$9.28 Million
Previous $9.39 Million
1.48%
% of portfolio
4.03%
Previous 4.37%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
470Shares Held
42.7MCall 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$98 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.5 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio
-
Salomon & Ludwin, LLC1.03MShares$52.3 Million5.53% of portfolio