Ccg Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Ccg Wealth Management, LLC
- $180 Million
- Q2 2024
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 8,017 shares of MTUM stock, worth $1.52 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
8,017
Previous 9,530
15.88%
Holding current value
$1.52 Million
Previous $1.79 Million
12.49%
% of portfolio
0.87%
Previous 1.08%
Shares
17 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.5 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.44 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$464 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$349 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$308 Million0.98% of portfolio