Compass Ion Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,022Shares Held
67.6MCall Options Held
869KPut Options Held
514K-
Envestnet Asset Management Inc11.5MShares$2.79 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.79 Billion3.49% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.93MShares$707 Million0.23% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$578 Million0.3% of portfolio
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Morgan Stanley New York, NY2.22MShares$537 Million0.03% of portfolio