Provence Wealth Management Group Ishares Msci Usa Momentum Fact Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Provence Wealth Management Group holds 355 shares of MTUM stock, worth $71,685. This represents 0.03% of its overall portfolio holdings.
Number of Shares
355
Previous 387
8.27%
Holding current value
$71,685
Previous $54,000
1.85%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding MTUM
# of Institutions
753Shares Held
51.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.59 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.52 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$483 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$371 Million0.03% of portfolio
-
Assetmark, Inc1.69MShares$342 Million0.98% of portfolio