Three Bridge Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Three Bridge Wealth Advisors, LLC
- $283 Million
- Q4 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 69,093 shares of JMST stock, worth $3.51 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
69,093
Previous 69,018
0.11%
Holding current value
$3.51 Million
Previous $3.52 Million
0.34%
% of portfolio
1.24%
Previous 1.31%
Shares
12 transactions
Others Institutions Holding JMST
# of Institutions
493Shares Held
51.1MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio