Sky Oak Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 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 68,907 shares of JMST stock, worth $3.5 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
68,907
Previous 54,379
26.72%
Holding current value
$3.5 Million
Previous $2.77 Million
26.14%
% of portfolio
0.75%
Previous 0.62%
Shares
20 transactions
Others Institutions Holding JMST
# of Institutions
488Shares 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$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio