Steward Partners Investment Advisory, LLC Jpmorgan Diversified Return Us Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$63.7 Million9.47% of portfolio
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St Germain D J CO Inc Springfield, MA466KShares$57.4 Million2.63% of portfolio
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Modera Wealth Management, LLC320KShares$39.5 Million0.49% of portfolio
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Captrust Financial Advisors Raleigh, NC213KShares$26.3 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$26.1 Million0.0% of portfolio