Optivise Advisory Services LLC Ishares Msci Usa Momentum Fact Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
A detailed history of Optivise Advisory Services LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,536 shares of MTUM stock, worth $1.37 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
6,536
Previous 6,536
-0.0%
Holding current value
$1.37 Million
Previous $1.35 Billion
2.31%
% of portfolio
0.74%
Previous 0.73%
Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
966Shares Held
65.9MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc11.5MShares$2.42 Billion0.78% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.45 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$582 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$502 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$460 Million0.03% of portfolio