Simplicity Wealth,Llc Ishares Msci Usa Momentum Fact Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,983 shares of MTUM stock, worth $1.87 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,983
Previous 8,512
5.53%
Holding current value
$1.87 Million
Previous $1.66 Million
9.83%
% of portfolio
0.18%
Previous 0.04%
Shares
4 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