Icon Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 11,048 shares of MTUM stock, worth $2.31 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,048
Previous 1,285
759.77%
Holding current value
$2.31 Million
Previous $250,000
796.0%
% of portfolio
0.07%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
774Shares Held
48.7MCall Options Held
266KPut Options Held
778K-
Envestnet Asset Management Inc7.96MShares$1.67 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.66 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$501 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$354 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$315 Million0.01% of portfolio