Moulton Wealth Management, Inc Ishares Msci Usa Momentum Fact Transaction History
Moulton Wealth Management, Inc
- $107 Million
- Q2 2024
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 11,685 shares of MTUM stock, worth $2.22 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
11,685Holding current value
$2.22 Million% of portfolio
2.13%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.5 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.44 Billion3.72% of portfolio
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Raymond James & Associates St Petersburg, FL2.44MShares$464 Million0.32% of portfolio
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Bank Of America Corp Charlotte, NC1.83MShares$349 Million0.03% of portfolio
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Assetmark, Inc1.62MShares$308 Million0.98% of portfolio