Daymark Wealth Partners, LLC J P Morgan ETF Tr U S Momentum Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
A detailed history of Daymark Wealth Partners, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 8,689 shares of JMOM stock, worth $506,481. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,689
Previous 11,399
23.77%
Holding current value
$506,481
Previous $610,000
18.69%
% of portfolio
0.02%
Previous 0.02%
Shares
4 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