West Oak Capital, LLC Jp Morgan Tr Mun ETF (De) Transaction History
West Oak Capital, LLC
- $235 Million
- Q1 2024
A detailed history of West Oak Capital, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, West Oak Capital, LLC holds 4,000 shares of JMUB stock, worth $201,040. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,000
Previous 4,000
-0.0%
Holding current value
$201,040
Previous $204,000
0.49%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding JMUB
# of Institutions
223Shares Held
19.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.9MShares$95.5 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.04MShares$52.1 Million0.05% of portfolio
-
Forvis Wealth Advisors, LLC727KShares$36.5 Million0.94% of portfolio
-
Wealth Enhancement Advisory Services, LLC712KShares$35.8 Million0.1% of portfolio
-
Avantax Planning Partners, Inc.563KShares$28.3 Million0.93% of portfolio