Sky Oak Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Sky Oak Wealth, LLC
- $427 Million
- Q2 2024
A detailed history of Sky Oak Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 58,528 shares of JMST stock, worth $2.98 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
58,528
Previous 62,236
5.96%
Holding current value
$2.98 Million
Previous $3.16 Million
5.96%
% of portfolio
0.7%
Previous 0.76%
Shares
18 transactions
Others Institutions Holding JMST
# of Institutions
446Shares Held
36.9MCall 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$89.5 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.9 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.7 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$53.5 Million0.01% of portfolio