Collaborative Wealth Managment Inc. Ishares Msci Usa Momentum Fact Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,463 shares of MTUM stock, worth $294,984. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,463
Previous 1,600
8.56%
Holding current value
$294,984
Previous $299,000
4.68%
% of portfolio
0.14%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.59 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.52 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$492 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$370 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$327 Million0.98% of portfolio