Smith & Howard Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Smith & Howard Wealth Management, LLC
- $364 Million
- Q1 2025
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 408,796 shares of JMUB stock, worth $20.3 Million. This represents 5.62% of its overall portfolio holdings.
Number of Shares
408,796
Previous 478,177
14.51%
Holding current value
$20.3 Million
Previous $24 Million
14.77%
% of portfolio
5.62%
Previous 6.8%
Shares
7 transactions
Others Institutions Holding JMUB
# of Institutions
328Shares Held
37.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.66MShares$132 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$99.8 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.33MShares$66.1 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.26MShares$62.7 Million0.02% of portfolio
-
Bailard, Inc.1.1MShares$54.5 Million1.44% of portfolio