Symphony Financial, Ltd. Co. Jp Morgan Ultra Short Mun Inco Transaction History
Symphony Financial, Ltd. Co.
- $816 Million
- Q3 2025
Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
550Shares Held
60.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.79MShares$193 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO3.78MShares$193 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC2.97MShares$151 Million0.05% of portfolio
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Hb Wealth Management, LLC1.73MShares$88.3 Million0.61% of portfolio
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Resonant Capital Advisors, LLC1.42MShares$72.3 Million4.3% of portfolio