Sfg Wealth Management, Llc. Jp Morgan Ultra Short Mun Inco Transaction History
Sfg Wealth Management, Llc.
- $183 Million
- Q4 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 9,422 shares of JMST stock, worth $479,768. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,422
Previous 19,109
50.69%
Holding current value
$479,768
Previous $973,000
50.98%
% of portfolio
0.26%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
491Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$282 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$119 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.7 Million4.4% of portfolio