Baron Financial Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Baron Financial Group, LLC
- $162 Million
- Q1 2024
A detailed history of Baron Financial Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Baron Financial Group, LLC holds 4,196 shares of MTUM stock, worth $833,283. This represents 0.49% of its overall portfolio holdings.
Number of Shares
4,196
Previous 13,616
69.18%
Holding current value
$833,283
Previous $2.14 Million
63.2%
% of portfolio
0.49%
Previous 1.36%
Shares
15 transactions
Others Institutions Holding MTUM
# of Institutions
745Shares 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$1.46 Billion3.91% of portfolio
-
Raymond James & Associates St Petersburg, FL2.51MShares$498 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$313 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$308 Million0.95% of portfolio