Envestnet Portfolio Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 13,016 shares of MTUM stock, worth $2.82 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,016

Previous 22,463 42.06%

Holding current value

$2.82 Million

Previous $4.38 Million 39.71%

% of portfolio

0.01%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$175.46 - $203.3 $1.66 Million - $1.92 Million	-9,447 Reduced 42.06%	13,016 $2.64 Million
Q2 2024 Jul 16, 2024	SELL	$173.58 - $198.8 $3.09 Million - $3.53 Million	-17,775 Reduced 44.17%	22,463 $4.38 Million
Q1 2024 May 06, 2024	BUY	$152.32 - $189.2 $4.35 Million - $5.41 Million	28,580 Added 245.15%	40,238 $7.54 Million
Q4 2023 Feb 07, 2024	BUY	$135.38 - $157.63 $18,005 - $20,964	133 Added 1.15%	11,658 $1.83 Million
Q3 2023 Nov 13, 2023	BUY	$138.94 - $147.4 $1.6 Million - $1.7 Million	11,525 New	11,525 $1.61 Million

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Envestnet Portfolio Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History