5 T Wealth, LLC Ishares Msci Usa Momentum Fact Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, 5 T Wealth, LLC holds 13,401 shares of MTUM stock, worth $2.69 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

13,401

Holding current value

$2.69 Million

% of portfolio

1.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$201.32 - $217.44 $2.7 Million - $2.91 Million	13,401 New	13,401 $2.77 Billion

Others Institutions Holding MTUM

# of Institutions

954

Shares Held

67.8M

Call Options Held

203K

Put Options Held

3.11M

Envestnet Asset Management Inc

12.6M
Shares

$2.53 Billion
0.87% of portfolio
Mercer Global Advisors Inc Denver, CO

6.91M
Shares

$1.39 Billion
3.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.78M
Shares

$558 Million
0.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$481 Million
0.3% of portfolio
Morgan Stanley New York, NY

2.2M
Shares

$441 Million
0.03% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 5 T Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 5 T Wealth, LLC with notifications on news.

Account