Smith & Howard Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Smith & Howard Wealth Management, LLC
- $354 Million
- Q3 2024
A detailed history of Smith & Howard Wealth Management, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 309,559 shares of JMUB stock, worth $15.6 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
309,559
Previous 282,002
9.77%
Holding current value
$15.6 Million
Previous $14.2 Million
11.71%
% of portfolio
4.49%
Previous 4.25%
Shares
5 transactions
Others Institutions Holding JMUB
# of Institutions
275Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$127 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.7 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$46.2 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.6 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.8 Million0.09% of portfolio