Palumbo Wealth Management LLC J P Morgan ETF Tr U S Momentum Transaction History
Palumbo Wealth Management LLC
- $251 Million
- Q3 2024
A detailed history of Palumbo Wealth Management LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 11,291 shares of JMOM stock, worth $659,394. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,291
Previous 10,989
2.75%
Holding current value
$659,394
Previous $589,000
9.51%
% of portfolio
0.26%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding JMOM
# of Institutions
83Shares Held
16.9MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$562 Million1.24% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.19MShares$187 Million2.29% of portfolio
-
Equitable Holdings, Inc. New York, NY809KShares$47.2 Million0.47% of portfolio
-
Shore Point Advisors, LLC502KShares$29.3 Million15.89% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL422KShares$24.6 Million4.2% of portfolio