Transamerica Financial Advisors, Inc. Jpmorgan Diversified Return Us Transaction History
Transamerica Financial Advisors, Inc.
- $1.02 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$59.3 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$53.4 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$36.7 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$24.5 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$24.3 Million0.0% of portfolio