Great Oak Capital Partners, LLC Ishares Msci Usa Momentum Fact Transaction History
Great Oak Capital Partners, LLC
- $289 Billion
- Q3 2024
A detailed history of Great Oak Capital Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 12,887 shares of MTUM stock, worth $2.74 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
12,887
Previous 18,015
28.47%
Holding current value
$2.74 Million
Previous $3.33 Billion
21.06%
% of portfolio
0.91%
Previous 1.25%
Shares
4 transactions
Others Institutions Holding MTUM
# of Institutions
774Shares Held
48.7MCall Options Held
266KPut Options Held
778K-
Envestnet Asset Management Inc7.96MShares$1.69 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.68 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$509 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$360 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$320 Million0.01% of portfolio