Foundations Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Foundations Investment Advisors, LLC
- $3.86 Billion
- Q2 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 61,954 shares of MTUM stock, worth $12.5 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
61,954
Previous 86,891
28.7%
Holding current value
$12.5 Million
Previous $16.3 Million
25.84%
% of portfolio
0.31%
Previous 0.45%
Shares
17 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.6 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.53 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$493 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$371 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$327 Million0.98% of portfolio