Comprehensive Financial Consultants Institutional, Inc. Ishares Msci Usa Momentum Fact Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$243 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$150.07 - $182.21 $21,910 - $26,602	-146 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$173.56 - $193.75 $25,339 - $28,287	146 New	146 $23,000

Others Institutions Holding MTUM

# of Institutions

753

Shares Held

52.1M

Call Options Held

132K

Put Options Held

886K

Envestnet Asset Management Inc

7.9M
Shares

$1.6 Billion
0.55% of portfolio
Mercer Global Advisors Inc Denver, CO

7.55M
Shares

$1.53 Billion
3.72% of portfolio
Raymond James & Associates St Petersburg, FL

2.44M
Shares

$493 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$371 Million
0.03% of portfolio
Assetmark, Inc

1.62M
Shares

$327 Million
0.98% of portfolio

View Full List

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