Shared Vision Wealth Group LLC Ishares Msci Usa Momentum Fact Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 6,083 shares of MTUM stock, worth $1.37 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
6,083Holding current value
$1.37 Million% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
867Shares Held
54.9MCall Options Held
265KPut Options Held
780K-
Envestnet Asset Management Inc7.96MShares$1.79 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.78 Billion3.52% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.78MShares$625 Million0.22% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$538 Million0.3% of portfolio
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Assetmark, Inc1.75MShares$394 Million1.0% of portfolio