Morgan Rosel Wealth Management, LLC Ishares Msci Intl Momentum Fac Transaction History
Morgan Rosel Wealth Management, LLC
- $292 Million
- Q4 2024
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Msci Intl Momentum Fac stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 52,443 shares of IMTM stock, worth $2.1 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
52,443
Previous 48,827
7.41%
Holding current value
$2.1 Million
Previous $1.97 Million
0.51%
% of portfolio
0.67%
Previous 0.68%
Shares
17 transactions
Others Institutions Holding IMTM
# of Institutions
176Shares Held
72.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc19.5MShares$780 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC18.6MShares$745 Million1.51% of portfolio
-
Mercer Global Advisors Inc Denver, CO18MShares$722 Million1.67% of portfolio
-
Victory Capital Management Inc1.78MShares$71.3 Million0.07% of portfolio
-
Black Rock Inc. New York, NY1.05MShares$42.1 Million0.0% of portfolio