Turtle Creek Wealth Advisors, LLC Jpmorgan Chase & CO Alerian Ml Transaction History
Turtle Creek Wealth Advisors, LLC
- $408 Billion
- Q1 2024
A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Jpmorgan Chase & CO Alerian Ml stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 109,137 shares of AMJ stock, worth $3.09 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
109,137
Previous 31,124
250.65%
Holding current value
$3.09 Million
Previous $789 Million
293.93%
% of portfolio
0.76%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding AMJ
# of Institutions
178Shares Held
102MCall Options Held
700Put Options Held
10.1K-
Jpmorgan Chase & CO New York, NY84.3MShares$2.39 Billion0.22% of portfolio
-
Cibc Private Wealth Group, LLC6.04MShares$171 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC886KShares$25.1 Million0.01% of portfolio
-
Keybank National Association859KShares$24.3 Million0.1% of portfolio
-
Morgan Stanley New York, NY836KShares$23.6 Million0.0% of portfolio