Lake Point Wealth Management Ishares Msci Usa Momentum Fact Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lake Point Wealth Management holds 11 shares of MTUM stock, worth $2,546. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11
Previous 11
-0.0%
Holding current value
$2,546
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding MTUM
# of Institutions
989Shares Held
76.2MCall Options Held
848KPut Options Held
507K-
Envestnet Asset Management Inc11.5MShares$2.67 Billion0.78% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ10.7MShares$2.48 Billion9.88% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.72 Billion3.49% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.93MShares$678 Million0.23% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$554 Million0.3% of portfolio