Allworth Financial LP J P Morgan ETF Tr U S Momentum Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Number of Shares

0

Previous 0 NaN%

Holding current value

$0

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$50.77 - $57.17 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$49.47 - $54.06 $0 - $0	0 New	0 $0
Q1 2024 Apr 25, 2024	BUY	$44.81 - $52.76 $0 - $0	0 New	0 $0
Q4 2023 Jan 24, 2024	BUY	$39.33 - $45.92 $0 - $0	0 New	0 $0
Q3 2023 Oct 31, 2023	BUY	$40.79 - $43.57 $0 - $0	0 New	0 $0

Others Institutions Holding JMOM

# of Institutions

86

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Wealth Enhancement Advisory Services, LLC

9.62M
Shares

$597 Million
1.21% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

3.92M
Shares

$243 Million
2.8% of portfolio
Equitable Holdings, Inc. New York, NY

809K
Shares

$50.2 Million
0.47% of portfolio
Shore Point Advisors, LLC

499K
Shares

$31 Million
16.23% of portfolio
Klaas Financial Asset Advisors, LLC Loves Park, IL

424K
Shares

$26.3 Million
4.37% of portfolio

About J P MORGAN ETF TR U S MOMENTUM

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