Rooted Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 14,115 shares of JMEE stock, worth $882,469. This represents 0.33% of its overall portfolio holdings.
Number of Shares
14,115
Previous 12,707
11.08%
Holding current value
$882,469
Previous $767,000
11.47%
% of portfolio
0.33%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding JMEE
# of Institutions
128Shares Held
18.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.7MShares$669 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.1MShares$68.8 Million0.03% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO820KShares$51.3 Million5.6% of portfolio
-
Cwm, LLC347KShares$21.7 Million0.09% of portfolio
-
Cgc Financial Services, LLC Lake Oswego, OR341KShares$21.3 Million8.22% of portfolio