Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Msci Usa Momentum Fact Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 821,075 shares of MTUM stock, worth $163 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
821,075
Previous 819,829
0.15%
Holding current value
$163 Million
Previous $129 Million
19.6%
% of portfolio
4.65%
Previous 4.28%
Shares
10 transactions
Others Institutions Holding MTUM
# of Institutions
744Shares Held
52.7MCall Options Held
171KPut Options Held
3.36M-
Envestnet Asset Management Inc8.27MShares$1.64 Billion0.59% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.34MShares$1.45 Billion3.91% of portfolio
-
Raymond James & Associates St Petersburg, FL2.51MShares$497 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$312 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$307 Million0.95% of portfolio