Wr Wealth Planners, LLC Ishares Msci Usa Momentum Fact Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 857 shares of MTUM stock, worth $180,364. This represents 0.05% of its overall portfolio holdings.
Number of Shares
857
Previous 858
0.12%
Holding current value
$180,364
Previous $167,000
3.59%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding MTUM
# of Institutions
759Shares Held
50MCall Options Held
132KPut Options Held
911K-
Envestnet Asset Management Inc7.96MShares$1.67 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.59 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$504 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$386 Million0.03% of portfolio
-
Assetmark, Inc1.69MShares$356 Million0.98% of portfolio