Tlw Wealth Management, LLC Jpmorgan Diversified Return Us Transaction History
Tlw Wealth Management, LLC
- $168 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
90Shares Held
3.06MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$61.6 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA445KShares$52.1 Million2.38% of portfolio
-
Modera Wealth Management, LLC308KShares$36 Million0.43% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$25 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC212KShares$24.8 Million0.0% of portfolio