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 $167 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
659,781Holding current value
$167 Million% of portfolio
4.04%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
1,068Shares Held
70.9MCall Options Held
229KPut Options Held
1.12M-
Envestnet Asset Management Inc12.6MShares$3.2 Billion0.93% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.58MShares$1.92 Billion3.77% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.94MShares$746 Million0.25% of portfolio
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Morgan Stanley New York, NY2.52MShares$639 Million0.04% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$607 Million0.3% of portfolio