Sea Crest Wealth Management, LLC Jpmorgan Diversified Return Us Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
88Shares Held
2.99MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$61.5 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$53 Million2.38% of portfolio
-
Modera Wealth Management, LLC320KShares$38.1 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$25.4 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$25.2 Million0.0% of portfolio