Forthright Family Wealth Advisory LLC Ishares Msci Usa Momentum Fact Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 12,949 shares of MTUM stock, worth $2.83 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
12,949Holding current value
$2.83 Million% of portfolio
1.95%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
945Shares Held
67.7MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.75 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.51 Billion3.53% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.78MShares$607 Million0.22% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$523 Million0.3% of portfolio
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Morgan Stanley New York, NY2.2MShares$480 Million0.03% of portfolio