Cyndeo Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
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 2,676 shares of MTUM stock, worth $560,113. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,676
Previous 7,472
64.19%
Holding current value
$560,113
Previous $1.55 Million
65.07%
% of portfolio
0.04%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
965Shares Held
66MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc11.5MShares$2.42 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.45 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$581 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$501 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$460 Million0.03% of portfolio