Cassady Schiller Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,319 shares of MTUM stock, worth $274,431. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,319
Previous 1,319
-0.0%
Holding current value
$274,431
Previous $247,000
4.05%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
756Shares Held
51.6MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.64 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.57 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$498 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$382 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$337 Million0.98% of portfolio