Whalen Wealth Management Inc. Ishares Msci Usa Momentum Fact Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,167 shares of MTUM stock, worth $244,638. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,167Holding current value
$244,638% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
966Shares Held
65.9MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc11.5MShares$2.42 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.45 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$582 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$502 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$460 Million0.03% of portfolio