Kingswood Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,117 shares of MTUM stock, worth $3.73 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
19,117
Previous 19,669
2.81%
Holding current value
$3.73 Million
Previous $3.09 Billion
16.06%
% of portfolio
0.41%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding MTUM
# of Institutions
743Shares Held
52.7MCall Options Held
171KPut Options Held
3.36M-
Envestnet Asset Management Inc8.27MShares$1.61 Billion0.59% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.34MShares$1.43 Billion3.91% of portfolio
-
Raymond James & Associates St Petersburg, FL2.51MShares$489 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$307 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$302 Million0.95% of portfolio