Summit Financial Strategies, Inc. Jp Morgan Tr Mun ETF (De) Transaction History
Summit Financial Strategies, Inc.
- $749 Million
- Q2 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 72,265 shares of JMUB stock, worth $3.69 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
72,265
Previous 3,946
1731.35%
Holding current value
$3.69 Million
Previous $200,000
1720.0%
% of portfolio
0.49%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding JMUB
# of Institutions
255Shares Held
23.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.11MShares$108 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.13MShares$57.7 Million0.06% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL853KShares$43.5 Million0.06% of portfolio
-
Forvis Wealth Advisors, LLC771KShares$39.3 Million0.98% of portfolio
-
Wealth Enhancement Advisory Services, LLC731KShares$37.3 Million0.09% of portfolio