Hb Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,165 shares of MTUM stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,165
Previous 5,648
8.55%
Holding current value
$1.18 Million
Previous $1.15 Million
6.72%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding MTUM
# of Institutions
919Shares Held
67.5MCall Options Held
102KPut Options Held
1.59M-
Envestnet Asset Management Inc12.6MShares$2.88 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.58 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$634 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$547 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$501 Million0.03% of portfolio