Stone Point Wealth LLC Jp Morgan Tr Mun ETF (De) Transaction History
Stone Point Wealth LLC
- $305 Million
- Q3 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 9,496 shares of JMUB stock, worth $476,319. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,496
Previous 9,196
3.26%
Holding current value
$476,319
Previous $463,000
4.97%
% of portfolio
0.16%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding JMUB
# of Institutions
275Shares Held
26.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.51MShares$126 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO1.82MShares$91.2 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL915KShares$45.9 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC844KShares$42.3 Million1.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC769KShares$38.6 Million0.09% of portfolio