Roberts Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 9,150 shares of JMST stock, worth $463,722. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,150
Previous 9,150
-0.0%
Holding current value
$463,722
Previous $464,000
0.43%
% of portfolio
0.16%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding JMST
# of Institutions
446Shares Held
39.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$89.1 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.4 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.4 Million0.96% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.3 Million4.37% of portfolio