Meredith Wealth Planning Ishares Msci Usa Momentum Fact Transaction History
Meredith Wealth Planning
- $210 Billion
- Q3 2024
A detailed history of Meredith Wealth Planning transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Meredith Wealth Planning holds 85,213 shares of MTUM stock, worth $17.9 Million. This represents 8.25% of its overall portfolio holdings.
Number of Shares
85,213
Previous 85,914
0.82%
Holding current value
$17.9 Million
Previous $16.7 Billion
3.2%
% of portfolio
8.25%
Previous 8.77%
Shares
8 transactions
Others Institutions Holding MTUM
# of Institutions
755Shares Held
50.8MCall Options Held
132KPut Options Held
911K-
Envestnet Asset Management Inc7.96MShares$1.67 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.59 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$504 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$386 Million0.03% of portfolio
-
Assetmark, Inc1.69MShares$356 Million0.98% of portfolio