Capital Planning LLC Ishares Msci Usa Momentum Fact Transaction History
Capital Planning LLC
- $362 Million
- Q4 2024
A detailed history of Capital Planning LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Capital Planning LLC holds 35,473 shares of MTUM stock, worth $7.75 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
35,473
Previous 35,648
0.49%
Holding current value
$7.75 Million
Previous $7.23 Million
1.56%
% of portfolio
2.03%
Previous 2.11%
Shares
17 transactions
Others Institutions Holding MTUM
# of Institutions
945Shares Held
67.7MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.75 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.51 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$607 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$523 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$480 Million0.03% of portfolio