Robertson Stephens Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,438 shares of MTUM stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,438
Previous 6,232
12.74%
Holding current value
$1.13 Million
Previous $1.17 Million
9.25%
% of portfolio
0.05%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding MTUM
# of Institutions
756Shares Held
51.6MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.64 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.57 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$498 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$382 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$337 Million0.98% of portfolio