Ccg Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Ccg Wealth Management, LLC
- $187 Million
- Q2 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 $1.92 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
7,962
Previous 7,962
-0.0%
Holding current value
$1.92 Million
Previous $1.61 Million
18.89%
% of portfolio
1.03%
Previous 0.98%
Shares
18 transactions
Others Institutions Holding MTUM
# of Institutions
1,024Shares Held
67.6MCall Options Held
869KPut Options Held
514K-
Envestnet Asset Management Inc11.5MShares$2.78 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.79 Billion3.49% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$705 Million0.23% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$576 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.22MShares$535 Million0.03% of portfolio