Insight Wealth Strategies, LLC Ishares Msci Usa Momentum Fact Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 5,787 shares of MTUM stock, worth $1.3 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,787
Previous 6,141
5.76%
Holding current value
$1.3 Million
Previous $1.25 Million
3.86%
% of portfolio
0.16%
Previous 0.17%
Shares
22 transactions
Others Institutions Holding MTUM
# of Institutions
857Shares Held
51.7MCall Options Held
265KPut Options Held
780K-
Envestnet Asset Management Inc7.96MShares$1.78 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.77 Billion3.52% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$622 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$536 Million0.3% of portfolio
-
Assetmark, Inc1.75MShares$392 Million1.0% of portfolio