Great Valley Advisor Group, Inc. J P Morgan ETF Tr U S Momentum Transaction History
Great Valley Advisor Group, Inc.
- $3.45 Billion
- Q2 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 85,249 shares of JMOM stock, worth $4.6 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
85,249
Previous 72,153
18.15%
Holding current value
$4.6 Million
Previous $3.8 Million
20.21%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding JMOM
# of Institutions
74Shares Held
15.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC8.84MShares$477 Million1.18% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.14MShares$169 Million2.33% of portfolio
-
Equitable Holdings, Inc. New York, NY717KShares$38.7 Million0.42% of portfolio
-
Shore Point Advisors, LLC506KShares$27.3 Million15.88% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL412KShares$22.2 Million4.06% of portfolio