Delos Wealth Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Delos Wealth Advisors, LLC
- $116 Million
- Q4 2024
A detailed history of Delos Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 45,035 shares of JMOM stock, worth $2.81 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
45,035
Previous 42,092
6.99%
Holding current value
$2.81 Million
Previous $2.4 Million
9.15%
% of portfolio
2.26%
Previous 2.17%
Shares
10 transactions
Others Institutions Holding JMOM
# of Institutions
95Shares Held
18.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$601 Million1.21% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.99MShares$249 Million3.02% of portfolio
-
Equitable Holdings, Inc. New York, NY901KShares$56.3 Million0.52% of portfolio
-
Shore Point Advisors, LLC499KShares$31.2 Million16.23% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL424KShares$26.5 Million4.37% of portfolio