Westover Capital Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Westover Capital Advisors, LLC
- $513 Million
- Q3 2024
A detailed history of Westover Capital Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 11,354 shares of JMOM stock, worth $664,209. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,354
Previous 5,654
100.81%
Holding current value
$664,209
Previous $303,000
113.86%
% of portfolio
0.13%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding JMOM
# of Institutions
83Shares Held
16.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$563 Million1.21% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$187 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$47.3 Million0.47% of portfolio
-
Shore Point Advisors, LLC502KShares$29.4 Million15.89% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL422KShares$24.7 Million4.2% of portfolio