Oxford Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Oxford Wealth Group, LLC
- $145 Billion
- Q2 2024
A detailed history of Oxford Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Oxford Wealth Group, LLC holds 20,924 shares of MTUM stock, worth $4.25 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
20,924
Previous 14,960
39.87%
Holding current value
$4.25 Million
Previous $2.8 Billion
45.48%
% of portfolio
2.8%
Previous 2.55%
Shares
2 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