Spectrum Planning & Advisory Services Inc. Ishares Msci Usa Momentum Fact Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	BUY	$134.21 - $152.76 $856,930 - $975,372	6,385 New	6,385 $0
Q3 2021 Oct 13, 2021	SELL	$167.02 - $183.38 $1.17 Million - $1.28 Million	-6,990 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$159.69 - $175.61 $131,424 - $144,527	823 Added 13.35%	6,990 $1.21 Million
Q1 2021 Apr 27, 2021	BUY	$150.0 - $178.04 $925,050 - $1.1 Million	6,167 New	6,167 $992,000

Others Institutions Holding MTUM

# of Institutions

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

Envestnet Asset Management Inc

7.9M
Shares

$1.64 Billion
0.55% of portfolio
Mercer Global Advisors Inc Denver, CO

7.55M
Shares

$1.57 Billion
3.72% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$498 Million
0.3% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$382 Million
0.03% of portfolio
Assetmark, Inc

1.62M
Shares

$337 Million
0.98% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Account