Mbe Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Mbe Wealth Management, LLC
- $160 Million
- Q2 2024
A detailed history of Mbe Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 3,578 shares of MTUM stock, worth $680,464. This represents 0.44% of its overall portfolio holdings.
Number of Shares
3,578
Previous 3,707
3.48%
Holding current value
$680,464
Previous $694,000
0.43%
% of portfolio
0.44%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.5 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.44 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$464 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$349 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$308 Million0.98% of portfolio