Mc Kinley Carter Wealth Services, Inc. Ishares Msci Usa Momentum Fact Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.54 Billion
- Q2 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 7,364 shares of MTUM stock, worth $1.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,364
Previous 7,880
6.55%
Holding current value
$1.5 Million
Previous $1.48 Million
2.78%
% of portfolio
0.09%
Previous 0.1%
Shares
30 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