Arq Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Arq Wealth Advisors, LLC
- $255 Million
- Q4 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 178,109 shares of JMOM stock, worth $9.61 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
178,109
Previous 178,482
0.21%
Holding current value
$9.61 Million
Previous $10.2 Million
1.79%
% of portfolio
4.07%
Previous 3.94%
Shares
4 transactions
Others Institutions Holding JMOM
# of Institutions
99Shares Held
21MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$628 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.14MShares$223 Million3.04% of portfolio
-
Equitable Holdings, Inc. New York, NY901KShares$48.6 Million0.52% of portfolio
-
Shore Point Advisors, LLC499KShares$26.9 Million16.23% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL424KShares$22.9 Million4.37% of portfolio