Baystate Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Baystate Wealth Management LLC holds 234 shares of MTUM stock, worth $46,135. This represents 0.0% of its overall portfolio holdings.
Number of Shares
234
Previous 233
0.43%
Holding current value
$46,135
Previous $32,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
21 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.56 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.49 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$481 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$362 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$319 Million0.98% of portfolio