Palumbo Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
Palumbo Wealth Management LLC
- $217 Million
- Q1 2024
A detailed history of Palumbo Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 3,650 shares of MTUM stock, worth $716,823. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,650
Previous 3,882
5.98%
Holding current value
$716,823
Previous $609,000
12.15%
% of portfolio
0.31%
Previous 0.32%
Shares
14 transactions
Others Institutions Holding MTUM
# of Institutions
743Shares Held
52.7MCall Options Held
171KPut Options Held
3.36M-
Envestnet Asset Management Inc8.27MShares$1.62 Billion0.59% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.34MShares$1.44 Billion3.91% of portfolio
-
Raymond James & Associates St Petersburg, FL2.51MShares$493 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$310 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$305 Million0.95% of portfolio