Barnes Wealth Management Group, Inc Ishares Msci Usa Momentum Fact Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 9,855 shares of MTUM stock, worth $2.34 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
9,855
Previous 9,695
1.65%
Holding current value
$2.34 Million
Previous $2.01 Billion
0.7%
% of portfolio
1.28%
Previous 1.35%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
990Shares Held
76.2MCall Options Held
848KPut Options Held
507K-
Envestnet Asset Management Inc11.5MShares$2.75 Billion0.78% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ10.7MShares$2.54 Billion9.88% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.76 Billion3.49% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$697 Million0.23% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$569 Million0.3% of portfolio