Caliber Wealth Management, LLC / Ks Ishares Msci Usa Momentum Fact Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 11,247 shares of MTUM stock, worth $2.59 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
11,247Holding current value
$2.59 Million% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
990Shares Held
76.2MCall Options Held
848KPut Options Held
507K-
Envestnet Asset Management Inc11.5MShares$2.66 Billion0.78% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ10.7MShares$2.46 Billion9.88% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.71 Billion3.49% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.93MShares$675 Million0.23% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$551 Million0.3% of portfolio