Cyndeo Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History
Cyndeo Wealth Partners, LLC
- $1.27 Billion
- Q2 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,400 shares of MTUM stock, worth $1.5 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,400
Previous 6,622
11.75%
Holding current value
$1.5 Million
Previous $1.24 Million
16.29%
% of portfolio
0.11%
Previous 0.1%
Shares
4 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