Sky View Investment Advisors, LLC Jpmorgan Diversified Return Us Transaction History
Sky View Investment Advisors, LLC
- $602 Million
- Q3 2024
Shares
10 transactions
Others Institutions Holding JPUS
# of Institutions
95Shares Held
2.85MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA436KShares$50.3 Million2.44% of portfolio
-
Modera Wealth Management, LLC297KShares$34.2 Million0.47% of portfolio
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Bank Of America Corp Charlotte, NC265KShares$30.6 Million0.0% of portfolio
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Planning Alternatives LTD236KShares$27.2 Million4.2% of portfolio
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Captrust Financial Advisors Raleigh, NC209KShares$24.1 Million0.06% of portfolio