Integrated Wealth Concepts LLC J P Morgan ETF Tr U S Momentum Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 174,637 shares of JMOM stock, worth $9.43 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
174,637
Previous 5,857
2881.68%
Holding current value
$9.43 Million
Previous $334,000
2946.71%
% of portfolio
0.12%
Previous 0.0%
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, TN4.14MShares$224 Million3.04% of portfolio
-
Equitable Holdings, Inc. New York, NY901KShares$48.7 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