Capital Investment Advisory Services, LLC J P Morgan ETF Tr U S Momentum Transaction History
Capital Investment Advisory Services, LLC
- $972 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding JMOM
# of Institutions
99Shares Held
20.5MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$628 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.99MShares$215 Million3.02% of portfolio
-
Equitable Holdings, Inc. New York, NY901KShares$48.7 Million0.52% of portfolio
-
Shore Point Advisors, LLC499KShares$26.9 Million16.23% of portfolio
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Klaas Financial Asset Advisors, LLC Loves Park, IL424KShares$22.9 Million4.37% of portfolio