Icon Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,285 shares of MTUM stock, worth $261,253. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,285
Previous 1,317
2.43%
Holding current value
$261,253
Previous $246,000
1.63%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding MTUM
# of Institutions
754Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.61 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.54 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$496 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$373 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$329 Million0.98% of portfolio