4 J Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
4 J Wealth Management LLC
- $107 Million
- Q2 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, 4 J Wealth Management LLC holds 1,088 shares of MTUM stock, worth $221,201. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,088
Previous 1,203
9.56%
Holding current value
$221,201
Previous $225,000
5.78%
% of portfolio
0.2%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding MTUM
# of Institutions
755Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.61 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.54 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$496 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$373 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$329 Million0.98% of portfolio