One Wealth Capital Management, LLC Ishares Msci Usa Momentum Fact Transaction History
One Wealth Capital Management, LLC
- $186 Billion
- Q1 2025
A detailed history of One Wealth Capital Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 7,420 shares of MTUM stock, worth $1.68 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
7,420
Previous 6,081
22.02%
Holding current value
$1.68 Million
Previous $1.26 Billion
19.19%
% of portfolio
0.8%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
990Shares Held
76.1MCall Options Held
848KPut Options Held
507K-
Envestnet Asset Management Inc11.5MShares$2.61 Billion0.78% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ10.7MShares$2.42 Billion9.88% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.68 Billion3.49% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$663 Million0.23% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$541 Million0.3% of portfolio