Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr U S Momentum Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan ETF Tr U S Momentum stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,842,764 shares of JMOM stock, worth $503 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
8,842,764
Previous 8,096,156
9.22%
Holding current value
$503 Million
Previous $427 Million
11.13%
% of portfolio
1.18%
Previous 1.15%
Shares
11 transactions
Others Institutions Holding JMOM
# of Institutions
75Shares Held
15.9MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN3.14MShares$178 Million2.33% of portfolio
-
Equitable Holdings, Inc. New York, NY717KShares$40.8 Million0.42% of portfolio
-
Shore Point Advisors, LLC506KShares$28.7 Million15.88% of portfolio
-
Klaas Financial Asset Advisors, LLC Loves Park, IL412KShares$23.4 Million4.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC200KShares$11.3 Million0.01% of portfolio