Icon Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,346 shares of MTUM stock, worth $271,393. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,346
Previous 1,405
4.2%
Holding current value
$271,393
Previous $202,000
6.93%
% of portfolio
0.02%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.59 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.52 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$492 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$370 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$327 Million0.98% of portfolio