Smith & Howard Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History
Smith & Howard Wealth Management, LLC
- $335 Million
- Q2 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 282,002 shares of JMUB stock, worth $14.4 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
282,002
Previous 165,570
70.32%
Holding current value
$14.4 Million
Previous $8.4 Million
69.11%
% of portfolio
4.25%
Previous 2.61%
Shares
4 transactions
Others Institutions Holding JMUB
# of Institutions
255Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.11MShares$108 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$57.7 Million0.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL853KShares$43.5 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC771KShares$39.3 Million0.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC731KShares$37.3 Million0.09% of portfolio