Concord Wealth Partners Ishares Msci Usa Momentum Fact Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Concord Wealth Partners holds 74 shares of MTUM stock, worth $18,713. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 66
12.12%
Holding current value
$18,713
Previous $13,000
30.77%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
1,070Shares Held
71MCall Options Held
229KPut Options Held
1.12M-
Envestnet Asset Management Inc12.6MShares$3.2 Billion0.93% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.58MShares$1.92 Billion3.77% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.94MShares$744 Million0.25% of portfolio
-
Morgan Stanley New York, NY2.52MShares$638 Million0.04% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$605 Million0.3% of portfolio