Exencial Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Exencial Wealth Advisors, LLC
- $2.72 Billion
- Q3 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 29,850 shares of MTUM stock, worth $6.31 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
29,850
Previous 30,403
1.82%
Holding current value
$6.31 Million
Previous $5.92 Million
2.16%
% of portfolio
0.22%
Previous 0.23%
Shares
21 transactions
Others Institutions Holding MTUM
# of Institutions
775Shares Held
48.7MCall Options Held
266KPut Options Held
778K-
Envestnet Asset Management Inc7.96MShares$1.68 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.67 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$506 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$358 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$318 Million0.01% of portfolio