Modera Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Modera Wealth Management, LLC
- $8.14 Billion
- Q4 2024
A detailed history of Modera Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Modera Wealth Management, LLC holds 7,034 shares of MTUM stock, worth $1.58 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,034
Previous 7,032
0.03%
Holding current value
$1.58 Million
Previous $1.43 Million
2.11%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding MTUM
# of Institutions
877Shares Held
56.2MCall Options Held
265KPut Options Held
780K-
Envestnet Asset Management Inc7.96MShares$1.79 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.78 Billion3.52% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$625 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$538 Million0.3% of portfolio
-
Assetmark, Inc1.75MShares$394 Million1.0% of portfolio