Lodestone Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,243 shares of MTUM stock, worth $1.07 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,243
Previous 5,095
2.9%
Holding current value
$1.07 Million
Previous $955 Million
7.04%
% of portfolio
0.54%
Previous 0.5%
Shares
5 transactions
Others Institutions Holding MTUM
# of Institutions
754Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.61 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.54 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$496 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$373 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$329 Million0.98% of portfolio