Archvest Wealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 8,260 shares of MTUM stock, worth $1.54 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
8,260
Previous 3,934
109.96%
Holding current value
$1.54 Million
Previous $737,000
118.32%
% of portfolio
1.06%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.47 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.4 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$454 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$341 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$301 Million0.98% of portfolio