Roberts Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Call Options Transaction History

Roberts Wealth Advisors, LLC

$293 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding JMST

# of Institutions

448

Shares Held

39.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.01M
Shares

$153 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.76M
Shares

$89.1 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.4 Million
0.09% of portfolio
Fiduciary Trust CO Boston, MA

1.23M
Shares

$62.4 Million
0.96% of portfolio
Resonant Capital Advisors, LLC

1.15M
Shares

$58.3 Million
4.37% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

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