Liberty Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
Liberty Wealth Management LLC
- $546 Million
- Q2 2024
A detailed history of Liberty Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Liberty Wealth Management LLC holds 123,888 shares of MTUM stock, worth $25.8 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
123,888
Previous 2,920
4142.74%
Holding current value
$25.8 Million
Previous $547,000
44.61%
% of portfolio
0.06%
Previous 0.11%
Shares
18 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