Arq Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Arq Wealth Advisors, LLC
- $259 Million
- Q3 2024
A detailed history of Arq Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 178,482 shares of JMOM stock, worth $11 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
178,482
Previous 174,833
2.09%
Holding current value
$11 Million
Previous $9.37 Million
8.8%
% of portfolio
3.94%
Previous 4.19%
Shares
3 transactions
Others Institutions Holding JMOM
# of Institutions
88Shares Held
17.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$591 Million1.21% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.99MShares$245 Million3.02% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$49.7 Million0.47% of portfolio
-
Shore Point Advisors, LLC499KShares$30.7 Million16.23% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL424KShares$26 Million4.37% of portfolio