Klaas Financial Asset Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Klaas Financial Asset Advisors, LLC
- $573 Million
- Q3 2024
A detailed history of Klaas Financial Asset Advisors, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 421,883 shares of JMOM stock, worth $24.9 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
421,883
Previous 412,166
2.36%
Holding current value
$24.9 Million
Previous $22.1 Million
9.1%
% of portfolio
4.2%
Previous 4.06%
Shares
2 transactions
Others Institutions Holding JMOM
# of Institutions
83Shares Held
16.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$568 Million1.24% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$189 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$47.8 Million0.47% of portfolio
-
Shore Point Advisors, LLC502KShares$29.7 Million15.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC218KShares$12.9 Million0.01% of portfolio