Orgel Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 659,781 shares of MTUM stock, worth $161 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
659,781Holding current value
$161 Million% of portfolio
4.04%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
1,030Shares Held
68.8MCall Options Held
869KPut Options Held
510K-
Envestnet Asset Management Inc12.6MShares$3.08 Billion0.93% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.42MShares$1.81 Billion3.49% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.93MShares$715 Million0.23% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$584 Million0.3% of portfolio
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Morgan Stanley New York, NY2.22MShares$543 Million0.03% of portfolio