Palumbo Wealth Management LLC J P Morgan ETF Tr U S Momentum Transaction History
Palumbo Wealth Management LLC
- $259 Million
- Q4 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 12,373 shares of JMOM stock, worth $772,693. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,373
Previous 11,291
9.58%
Holding current value
$772,693
Previous $645,000
11.63%
% of portfolio
0.28%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding JMOM
# of Institutions
95Shares Held
18.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC9.62MShares$601 Million1.21% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN3.99MShares$249 Million3.02% of portfolio
-
Equitable Holdings, Inc. New York, NY901KShares$56.3 Million0.52% of portfolio
-
Shore Point Advisors, LLC499KShares$31.2 Million16.23% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL424KShares$26.5 Million4.37% of portfolio