Able Wealth Management LLC J P Morgan ETF Tr U S Momentum Transaction History
Able Wealth Management LLC
- $132 Billion
- Q3 2024
A detailed history of Able Wealth Management LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Able Wealth Management LLC holds 18,400 shares of JMOM stock, worth $1.05 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
18,400
Previous 21,874
15.88%
Holding current value
$1.05 Million
Previous $1.17 Billion
10.34%
% of portfolio
0.8%
Previous 0.97%
Shares
4 transactions
Others Institutions Holding JMOM
# of Institutions
80Shares Held
16.7MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$549 Million1.24% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$182 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY717KShares$40.9 Million0.42% of portfolio
-
Shore Point Advisors, LLC502KShares$28.7 Million15.89% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL422KShares$24.1 Million4.2% of portfolio