Keeler & Nadler Financial Planning & Wealth Management Ishares Msci Usa Momentum Fact Transaction History
Keeler & Nadler Financial Planning & Wealth Management
- $182 Billion
- Q2 2024
A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 16,907 shares of MTUM stock, worth $3.42 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
16,907
Previous 18,785
10.0%
Holding current value
$3.42 Million
Previous $3.52 Billion
6.38%
% of portfolio
1.81%
Previous 2.11%
Shares
5 transactions
Others Institutions Holding MTUM
# of Institutions
755Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.6 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.53 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$493 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$371 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$327 Million0.98% of portfolio