Forvis Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,207 shares of MTUM stock, worth $462,653. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,207
Previous 2,207
-0.0%
Holding current value
$462,653
Previous $447,000
2.01%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
969Shares Held
65.9MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc11.5MShares$2.42 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.45 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$582 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$502 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$460 Million0.03% of portfolio