Golden State Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,688 shares of MTUM stock, worth $946,741. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,688
Previous 50,171
90.66%
Holding current value
$946,741
Previous $8.44 Million
11392.48%
% of portfolio
0.15%
Previous 1.66%
Shares
10 transactions
Others Institutions Holding MTUM
# of Institutions
948Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.55 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.4 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$561 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$484 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$444 Million0.03% of portfolio