Dowling & Yahnke LLC Ishares Msci Usa Momentum Fact Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Dowling & Yahnke LLC holds 3,976 shares of MTUM stock, worth $822,197. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,976
Previous 3,976
-0.0%
Holding current value
$822,197
Previous $542,000
3.69%
% of portfolio
0.24%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
963Shares Held
67MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.61 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.43 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$574 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$495 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$454 Million0.03% of portfolio