Oakwell Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Oakwell Private Wealth Management, LLC
- $348 Million
- Q3 2024
A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 6,289 shares of MTUM stock, worth $1.32 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
6,289
Previous 6,289
-0.0%
Holding current value
$1.32 Million
Previous $1.23 Million
4.08%
% of portfolio
0.37%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding MTUM
# of Institutions
774Shares Held
48.7MCall Options Held
266KPut Options Held
778K-
Envestnet Asset Management Inc7.96MShares$1.67 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.66 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$501 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$354 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$315 Million0.01% of portfolio