Creative Planning J P Morgan ETF Tr U S Momentum Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Creative Planning holds 4,716 shares of JMOM stock, worth $274,895. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,716
Previous 4,444
6.12%
Holding current value
$274,895
Previous $238,000
13.03%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding JMOM
# of Institutions
77Shares Held
16MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC8.84MShares$515 Million1.18% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$186 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY717KShares$41.8 Million0.42% of portfolio
-
Shore Point Advisors, LLC502KShares$29.3 Million15.89% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL412KShares$24 Million4.06% of portfolio