Cogent Blue Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q1 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 1,513 shares of MTUM stock, worth $342,134. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,513
Previous 1,513
-0.0%
Holding current value
$342,134
Previous $313 Million
2.31%
% of portfolio
0.27%
Previous 0.28%
Shares
1 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