Stone Point Wealth LLC Jp Morgan Tr Mun ETF (De) Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
A detailed history of Stone Point Wealth LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Stone Point Wealth LLC holds 8,641 shares of JMUB stock, worth $436,543. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,641
Previous 5,566
55.25%
Holding current value
$436,543
Previous $283,000
54.77%
% of portfolio
0.15%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding JMUB
# of Institutions
224Shares Held
19.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$96 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.04MShares$52.4 Million0.05% of portfolio
-
Forvis Wealth Advisors, LLC727KShares$36.7 Million0.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC712KShares$36 Million0.1% of portfolio
-
Avantax Planning Partners, Inc.563KShares$28.4 Million0.93% of portfolio