Tria Gen Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Tria Gen Wealth Management LLC
- $221 Million
- Q1 2024
A detailed history of Tria Gen Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 33,007 shares of JPST stock, worth $1.66 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
33,007
Previous 44,899
26.49%
Holding current value
$1.66 Million
Previous $2.26 Million
26.16%
% of portfolio
0.75%
Previous 1.1%
Shares
14 transactions
Others Institutions Holding JPST
# of Institutions
1,010Shares Held
320MCall Options Held
0Put Options Held
8.61K-
Morgan Stanley New York, NY54.3MShares$2.74 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY45.7MShares$2.3 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC14.5MShares$730 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$686 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$461 Million0.25% of portfolio