Schneider Downs Wealth Management Advisors, LP Jp Morgan Diversified Return I Transaction History
Schneider Downs Wealth Management Advisors, LP
- $517 Million
- Q4 2024
Shares
22 transactions
Others Institutions Holding JPIN
# of Institutions
106Shares Held
4.18MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC583KShares$34 Million0.07% of portfolio
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Ubs Group Ag570KShares$33.2 Million0.01% of portfolio
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Morgan Stanley New York, NY309KShares$18 Million0.0% of portfolio
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Cerity Partners LLC New York, NY239KShares$14 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC232KShares$13.5 Million0.0% of portfolio