Consolidated Planning Corp Ishares Msci Usa Momentum Fact Transaction History
Consolidated Planning Corp
- $549 Million
- Q2 2024
A detailed history of Consolidated Planning Corp transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Consolidated Planning Corp holds 64,741 shares of MTUM stock, worth $13.5 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
64,741
Previous 65,634
1.36%
Holding current value
$13.5 Million
Previous $12.3 Million
2.6%
% of portfolio
2.3%
Previous 2.24%
Shares
19 transactions
Others Institutions Holding MTUM
# of Institutions
756Shares Held
51.6MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.64 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.57 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$498 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$382 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$337 Million0.98% of portfolio