Source Financial Advisors LLC Jp Morgan Diversified Return I Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding JPIN
# of Institutions
107Shares Held
4.21MCall Options Held
0Put Options Held
0-
Ubs Group Ag570KShares$33.6 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC556KShares$32.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY309KShares$18.2 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY239KShares$14.1 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC232KShares$13.7 Million0.0% of portfolio