Avidian Wealth Solutions, LLC Ishares Msci Usa Momentum Fact Transaction History
Avidian Wealth Solutions, LLC
- $2.33 Billion
- Q2 2024
A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,823 shares of MTUM stock, worth $1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,823
Previous 6,317
23.65%
Holding current value
$1 Million
Previous $1.18 Million
20.63%
% of portfolio
0.04%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding MTUM
# of Institutions
756Shares Held
51.6MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.64 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.57 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$498 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$382 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$337 Million0.98% of portfolio