Summit Financial Strategies, Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 3,946 shares of JMUB stock, worth $198,325. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,946
Previous 6,326
37.62%
Holding current value
$198,325
Previous $322,000
37.89%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding JMUB
# of Institutions
223Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$95.5 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.04MShares$52.1 Million0.05% of portfolio
-
Forvis Wealth Advisors, LLC727KShares$36.5 Million0.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC712KShares$35.8 Million0.1% of portfolio
-
Avantax Planning Partners, Inc.563KShares$28.3 Million0.93% of portfolio