Dynasty Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 7,166 shares of MTUM stock, worth $1.36 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,166
Previous 5,709
25.52%
Holding current value
$1.36 Million
Previous $1.07 Billion
30.55%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.5 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.44 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$464 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$349 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$308 Million0.98% of portfolio