Maxwell Wealth Strategies Inc. Ishares Msci Usa Momentum Fact Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 9,688 shares of MTUM stock, worth $2.03 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
9,688Holding current value
$2.03 Million% of portfolio
0.82%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
991Shares Held
76MCall Options Held
813KPut Options Held
2.28M-
Envestnet Asset Management Inc11.5MShares$2.42 Billion0.78% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ10.7MShares$2.24 Billion9.88% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.45 Billion3.53% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.93MShares$614 Million0.23% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$502 Million0.3% of portfolio