Klaas Financial Asset Advisors, LLC J P Morgan ETF Tr U S Momentum Transaction History
Klaas Financial Asset Advisors, LLC
- $544 Million
- Q2 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 412,166 shares of JMOM stock, worth $22.9 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
412,166Holding current value
$22.9 Million% of portfolio
4.06%Shares
1 transactions
Others Institutions Holding JMOM
# of Institutions
75Shares Held
15.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC8.84MShares$490 Million1.18% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN3.14MShares$174 Million2.33% of portfolio
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Equitable Holdings, Inc. New York, NY717KShares$39.8 Million0.42% of portfolio
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Shore Point Advisors, LLC506KShares$28.1 Million15.88% of portfolio
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Lpl Financial LLC Fort Mill, SC200KShares$11.1 Million0.01% of portfolio