Beacon Financial Planning, Inc Ishares Msci Usa Momentum Fact Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 6,336 shares of MTUM stock, worth $1.42 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
6,336
Previous 2,273
178.75%
Holding current value
$1.42 Million
Previous $461 Million
184.48%
% of portfolio
0.76%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
857Shares Held
51.7MCall Options Held
265KPut Options Held
780K-
Envestnet Asset Management Inc7.96MShares$1.78 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.77 Billion3.52% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$622 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$536 Million0.3% of portfolio
-
Assetmark, Inc1.75MShares$392 Million1.0% of portfolio