Momentum Wealth Planning, LLC Ishares Msci Usa Momentum Fact Transaction History
Momentum Wealth Planning, LLC
- $117 Billion
- Q2 2025
A detailed history of Momentum Wealth Planning, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 878 shares of MTUM stock, worth $222,037. This represents 0.18% of its overall portfolio holdings.
Number of Shares
878Holding current value
$222,037% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
1,078Shares Held
71.2MCall Options Held
229KPut Options Held
1.12M-
Envestnet Asset Management Inc12.6MShares$3.2 Billion0.93% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.58MShares$1.92 Billion3.77% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.94MShares$744 Million0.25% of portfolio
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Morgan Stanley New York, NY2.52MShares$638 Million0.04% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$605 Million0.3% of portfolio