Legacy Wealth Managment, Llc/Id J P Morgan ETF Tr U S Momentum Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 669 shares of JMOM stock, worth $45,364. This represents 0.04% of its overall portfolio holdings.
Number of Shares
669
Previous 1,564
57.23%
Holding current value
$45,364
Previous $88,000
51.14%
% of portfolio
0.04%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JMOM
# of Institutions
125Shares Held
22MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC11.6MShares$786 Million1.34% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.3MShares$291 Million3.33% of portfolio
-
Equitable Holdings, Inc. New York, NY923KShares$62.6 Million0.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC607KShares$41.2 Million0.01% of portfolio
-
Shore Point Advisors, LLC498KShares$33.8 Million16.23% of portfolio