Avidian Wealth Enterprises, LLC JMST Holdings History
Avidian Wealth Enterprises, LLC's JPMorgan Ultra-Short Municipal Income ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 585,649.00 shares of JPMorgan Ultra-Short Municipal Income ETF(JMST), totaling $29.78 Mil. This investment constitutes 1.33% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.86% of the outstanding JPMorgan Ultra-Short Municipal Income ETF(JMST) stock.
The initial trade took place in 2021Q2. And since then Avidian Wealth Enterprises, LLC has made 4 purchases of JMST, at an average price of $50.82, for a total of 670,776.00 shares. In addition, there have been 5 sales at an average price of $50.67 for 85,127.00 shares. Based on historical transaction data and JMST's current price of $50.89, Avidian Wealth Enterprises, LLC's estimated gain on his JMST holdings is $25,194.55, reflecting a 0.07% gain to date.
Avidian Wealth Enterprises, LLC JMST ($50.89) Holding Chart
Avidian Wealth Enterprises, LLC JMST ($50.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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