Investment Advisory Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 2024
A detailed history of Investment Advisory Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Investment Advisory Group, LLC holds 2,861 shares of MTUM stock, worth $562,930. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,861
Previous 2,861
-0.0%
Holding current value
$562,930
Previous $536,000
3.92%
% of portfolio
0.22%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.55 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.49 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$480 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$361 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$319 Million0.98% of portfolio