Convergence Financial, LLC Ishares Msci Usa Momentum Fact Transaction History
Convergence Financial, LLC
- $501 Billion
- Q4 2024
A detailed history of Convergence Financial, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Convergence Financial, LLC holds 65,906 shares of MTUM stock, worth $15 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
65,906
Previous 63,350
4.03%
Holding current value
$15 Million
Previous $12.8 Billion
6.17%
% of portfolio
2.72%
Previous 2.73%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
919Shares Held
67.5MCall Options Held
102KPut Options Held
1.59M-
Envestnet Asset Management Inc12.6MShares$2.88 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.58 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$634 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$547 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$501 Million0.03% of portfolio