Shepherd Kaplan Krochuk, LLC Ishares Msci Usa Momentum Fact Transaction History
Shepherd Kaplan Krochuk, LLC
- $122 Million
- Q2 2024
A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 22,725 shares of MTUM stock, worth $4.59 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
22,725
Previous 33,678
32.52%
Holding current value
$4.59 Million
Previous $6.31 Million
29.81%
% of portfolio
3.63%
Previous 5.21%
Shares
16 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.6 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.53 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$493 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$371 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$327 Million0.98% of portfolio