Successful Portfolios LLC Ishares Msci Usa Momentum Fact Transaction History
Successful Portfolios LLC
- $147 Million
- Q3 2024
A detailed history of Successful Portfolios LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Successful Portfolios LLC holds 1,372 shares of MTUM stock, worth $285,458. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,372
Previous 1,372
-0.0%
Holding current value
$285,458
Previous $267,000
4.12%
% of portfolio
0.19%
Previous 0.19%
Shares
20 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