Curio Wealth, LLC Ishares Msci Usa Momentum Fact Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Curio Wealth, LLC holds 63 shares of MTUM stock, worth $15,861. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$15,861

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$236.25 - $257.69 $14,883 - $16,234	63 New	63 $16.1 Million

Others Institutions Holding MTUM

# of Institutions

1,106

Shares Held

64.6M

Call Options Held

230K

Put Options Held

1.06M

Mercer Global Advisors Inc Denver, CO

7.58M
Shares

$1.91 Billion
3.77% of portfolio
Envestnet Asset Management Inc

6.19M
Shares

$1.56 Billion
0.49% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.94M
Shares

$741 Million
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

2.64M
Shares

$665 Million
0.21% of portfolio
Morgan Stanley New York, NY

2.52M
Shares

$635 Million
0.04% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

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