Clearstead Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Clearstead Advisors, LLC
- $6.3 Billion
- Q1 2025
A detailed history of Clearstead Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,705 shares of MTUM stock, worth $640,571. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,705
Previous 2,989
9.5%
Holding current value
$640,571
Previous $618,000
11.65%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
990Shares Held
76.2MCall 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