Beacon Bridge Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History
Beacon Bridge Wealth Partners, LLC
- $234 Billion
- Q1 2025
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 12,995 shares of MTUM stock, worth $2.72 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
12,995
Previous 11,662
11.43%
Holding current value
$2.72 Million
Previous $2.41 Billion
8.85%
% of portfolio
1.12%
Previous 1.02%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
975Shares Held
65.9MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc11.5MShares$2.42 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.45 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$582 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$502 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$460 Million0.03% of portfolio