Summit Investment Advisory Services, LLC Ishares Msci Usa Momentum Fact Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 1,112 shares of MTUM stock, worth $253,213. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,112
Previous 1,109
0.27%
Holding current value
$253,213
Previous $225 Million
2.33%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
905Shares Held
66.2MCall Options Held
95.2KPut Options Held
915K-
Envestnet Asset Management Inc12.6MShares$2.87 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.8 Billion3.52% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$633 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$545 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.95MShares$445 Million0.17% of portfolio