Donaldson Capital Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Donaldson Capital Management, LLC
- $2.57 Billion
- Q4 2024
A detailed history of Donaldson Capital Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 10,847 shares of MTUM stock, worth $2.21 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,847
Previous 11,958
9.29%
Holding current value
$2.21 Million
Previous $2.42 Million
7.43%
% of portfolio
0.09%
Previous 0.09%
Shares
23 transactions
Others Institutions Holding MTUM
# of Institutions
947Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.57 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.41 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$567 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$488 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$448 Million0.03% of portfolio