Ccg Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Ccg Wealth Management, LLC
- $165 Million
- Q1 2025
A detailed history of Ccg Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 7,962 shares of MTUM stock, worth $1.89 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
7,962
Previous 7,962
-0.0%
Holding current value
$1.89 Million
Previous $1.65 Million
2.31%
% of portfolio
0.98%
Previous 0.94%
Shares
18 transactions
Others Institutions Holding MTUM
# of Institutions
997Shares Held
77MCall Options Held
848KPut Options Held
507K-
Envestnet Asset Management Inc11.5MShares$2.73 Billion0.78% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ10.7MShares$2.53 Billion9.88% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.76 Billion3.49% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$694 Million0.23% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$567 Million0.3% of portfolio