High Mark Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
A detailed history of High Mark Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, High Mark Wealth Management LLC holds 23 shares of MTUM stock, worth $5,816. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 20
15.0%
Holding current value
$5,816
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,078Shares Held
71.2MCall Options Held
229KPut Options Held
1.12M-
Envestnet Asset Management Inc12.6MShares$3.2 Billion0.93% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.58MShares$1.92 Billion3.77% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.94MShares$744 Million0.25% of portfolio
-
Morgan Stanley New York, NY2.52MShares$638 Million0.04% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$605 Million0.3% of portfolio