Crestwood Advisors Group LLC Ishares Msci Usa Momentum Fact Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 9,175 shares of MTUM stock, worth $1.87 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,175
Previous 11,391
19.45%
Holding current value
$1.87 Million
Previous $2.13 Million
16.26%
% of portfolio
0.04%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding MTUM
# of Institutions
754Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.61 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.54 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$496 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$373 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$329 Million0.98% of portfolio