Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr U S Momentum Transaction History
Wealth Enhancement Advisory Services, LLC
- $44.5 Billion
- Q3 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 9,619,219 shares of JMOM stock, worth $575 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
9,619,219
Previous 8,842,764
8.78%
Holding current value
$575 Million
Previous $474 Million
15.94%
% of portfolio
1.24%
Previous 1.18%
Shares
12 transactions
Others Institutions Holding JMOM
# of Institutions
83Shares Held
16.9MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$191 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$48.4 Million0.47% of portfolio
-
Shore Point Advisors, LLC502KShares$30 Million15.89% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL422KShares$25.2 Million4.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC218KShares$13.1 Million0.01% of portfolio