Talisman Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 3,354 shares of MTUM stock, worth $659,933. This represents 0.76% of its overall portfolio holdings.
Number of Shares
3,354
Previous 3,353
0.03%
Holding current value
$659,933
Previous $628,000
3.98%
% of portfolio
0.76%
Previous 0.79%
Shares
6 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.55 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.49 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$480 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$361 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$319 Million0.98% of portfolio