Meredith Wealth Planning Ishares Msci Usa Momentum Fact Transaction History
Meredith Wealth Planning
- $191 Billion
- Q2 2024
A detailed history of Meredith Wealth Planning transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Meredith Wealth Planning holds 85,914 shares of MTUM stock, worth $16.9 Million. This represents 8.77% of its overall portfolio holdings.
Number of Shares
85,914
Previous 88,254
2.65%
Holding current value
$16.9 Million
Previous $16.5 Billion
1.26%
% of portfolio
8.77%
Previous 9.22%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.55 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.49 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$480 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$361 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$319 Million0.98% of portfolio