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 $94,511. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,859Holding current value
$94,511% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
529Shares Held
53.2MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.15MShares$160 Million0.13% of portfolio
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Bank Of America Corp Charlotte, NC3.07MShares$156 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.71MShares$138 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA1.32MShares$67.3 Million0.02% of portfolio
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Resonant Capital Advisors, LLC1.28MShares$65.1 Million4.61% of portfolio