Transform Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Transform Wealth, LLC holds 85,243 shares of JMST stock, worth $4.34 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
85,243
Previous 133,755
36.27%
Holding current value
$4.34 Million
Previous $6.79 Million
36.27%
% of portfolio
0.33%
Previous 0.66%
Shares
14 transactions
Others Institutions Holding JMST
# of Institutions
444Shares Held
36.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.76MShares$89.4 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.7 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.6 Million0.96% of portfolio
-
Wells Fargo & Company San Francisco, CA1.05MShares$53.4 Million0.01% of portfolio