Tru Independence LLC Jpmorgan Diversified Return Us Transaction History
Tru Independence LLC
- $309 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding JPUS
# of Institutions
96Shares Held
2.86MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA436KShares$50.7 Million2.44% of portfolio
-
Modera Wealth Management, LLC297KShares$34.5 Million0.47% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$30.8 Million0.0% of portfolio
-
Planning Alternatives LTD236KShares$27.5 Million4.2% of portfolio
-
Captrust Financial Advisors Raleigh, NC209KShares$24.3 Million0.06% of portfolio