Wealthquest Corp Jp Morgan Diversified Return I Transaction History
Wealthquest Corp
- $781 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding JPIN
# of Institutions
105Shares Held
5.03MCall Options Held
0Put Options Held
0-
Ubs Group Ag655KShares$36.8 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC620KShares$34.9 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC459KShares$25.8 Million0.0% of portfolio
-
Argi Investment Services, LLC329KShares$18.5 Million0.52% of portfolio
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Morgan Stanley New York, NY320KShares$18 Million0.0% of portfolio