Steward Partners Investment Advisory, LLC Ishares Msci Usa Momentum Fact Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 20,659 shares of MTUM stock, worth $4.35 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,659
Previous 18,554
11.35%
Holding current value
$4.35 Million
Previous $3.48 Million
15.79%
% of portfolio
0.04%
Previous 0.04%
Shares
26 transactions
Others Institutions Holding MTUM
# of Institutions
759Shares Held
50MCall Options Held
132KPut Options Held
911K-
Envestnet Asset Management Inc7.96MShares$1.67 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.59 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$504 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$386 Million0.03% of portfolio
-
Assetmark, Inc1.69MShares$356 Million0.98% of portfolio