Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.25 Billion
- Q2 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 9,397 shares of MTUM stock, worth $1.96 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,397
Previous 10,716
12.31%
Holding current value
$1.96 Million
Previous $2.01 Million
8.77%
% of portfolio
0.08%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding MTUM
# of Institutions
756Shares Held
51.6MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.64 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.57 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$498 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$382 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$337 Million0.98% of portfolio