Principia Wealth Advisory, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 1,859 shares of JMST stock, worth $94,474. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,859Holding current value
$94,474% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
495Shares Held
52.5MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
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Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio