True Wealth Advisors, LLC Jpmorgan Diversified Return Us Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding JPUS
# of Institutions
86Shares Held
3.01MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD517KShares$59.6 Million9.47% of portfolio
-
St Germain D J CO Inc Springfield, MA466KShares$53.7 Million2.63% of portfolio
-
Modera Wealth Management, LLC320KShares$36.9 Million0.49% of portfolio
-
Captrust Financial Advisors Raleigh, NC213KShares$24.6 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC212KShares$24.4 Million0.0% of portfolio