Cassia Capital Partners, LLC J P Morgan ETF Tr U S Momentum Transaction History
Cassia Capital Partners, LLC
- $151 Million
- Q3 2024
A detailed history of Cassia Capital Partners, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 141,167 shares of JMOM stock, worth $8.36 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
141,167
Previous 145,198
2.78%
Holding current value
$8.36 Million
Previous $7.78 Million
3.62%
% of portfolio
5.32%
Previous 5.13%
Shares
5 transactions
Others Institutions Holding JMOM
# of Institutions
83Shares Held
16.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$569 Million1.24% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$189 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$47.9 Million0.47% of portfolio
-
Shore Point Advisors, LLC502KShares$29.7 Million15.89% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL422KShares$25 Million4.2% of portfolio