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 $156 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
659,781Holding current value
$156 Million% of portfolio
4.04%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
1,010Shares Held
78.4MCall Options Held
848KPut Options Held
507K-
Envestnet Asset Management Inc11.5MShares$2.73 Billion0.78% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ10.7MShares$2.53 Billion9.88% of portfolio
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Mercer Global Advisors Inc Denver, CO7.42MShares$1.76 Billion3.49% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.93MShares$694 Million0.23% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$567 Million0.3% of portfolio