Balasa Dinverno & Foltz LLC Ishares Msci Usa Momentum Fact Transaction History
Balasa Dinverno & Foltz LLC
- $1.58 Billion
- Q3 2022
A detailed history of Balasa Dinverno & Foltz LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 607,603 shares of MTUM stock, worth $120 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
607,603
Previous 596,554
1.85%
Holding current value
$120 Million
Previous $81.4 Million
2.03%
% of portfolio
5.03%
Previous 5.12%
Shares
21 transactions
Others Institutions Holding MTUM
# of Institutions
744Shares Held
52.7MCall Options Held
171KPut Options Held
3.36M-
Envestnet Asset Management Inc8.27MShares$1.64 Billion0.59% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.34MShares$1.45 Billion3.91% of portfolio
-
Raymond James & Associates St Petersburg, FL2.51MShares$497 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$312 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$307 Million0.95% of portfolio