Insight Wealth Strategies, LLC Ishares Msci Usa Momentum Fact Transaction History
Insight Wealth Strategies, LLC
- $749 Million
- Q3 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 6,141 shares of MTUM stock, worth $1.28 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,141
Previous 135,028
95.45%
Holding current value
$1.28 Million
Previous $26.3 Million
95.27%
% of portfolio
0.17%
Previous 3.76%
Shares
21 transactions
Others Institutions Holding MTUM
# of Institutions
756Shares Held
51.6MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.64 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.57 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$498 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$382 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$337 Million0.98% of portfolio