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

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 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

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

Envestnet Asset Management Inc

7.96M
Shares

$1.71 Billion
0.53% of portfolio
Mercer Global Advisors Inc Denver, CO

7.92M
Shares

$1.7 Billion
3.52% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$515 Million
0.3% of portfolio
Assetmark, Inc

1.69M
Shares

$364 Million
0.98% of portfolio
Black Rock Inc. New York, NY

1.51M
Shares

$324 Million
0.01% of portfolio

View Full List

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