B.O.S.S. Retirement Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
B.O.S.S. Retirement Advisors, LLC
- $418 Billion
- Q3 2025
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 4,204 shares of MTUM stock, worth $1.03 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,204
Previous 3,852
9.14%
Holding current value
$1.03 Million
Previous $926 Million
16.45%
% of portfolio
0.26%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
1,109Shares Held
65.9MCall Options Held
456KPut Options Held
930K-
Mercer Global Advisors Inc Denver, CO7.6MShares$1.87 Billion3.32% of portfolio
-
Envestnet Asset Management Inc6.19MShares$1.52 Billion0.49% of portfolio
-
Morgan Stanley New York, NY3.26MShares$802 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.06MShares$754 Million0.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.64MShares$649 Million0.21% of portfolio