Sugarloaf Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,517 shares of MTUM stock, worth $328,460. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,517
Previous 1,542
1.62%
Holding current value
$328,460
Previous $300,000
2.33%
% of portfolio
0.06%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding MTUM
# of Institutions
773Shares Held
48.7MCall Options Held
266KPut Options Held
778K-
Envestnet Asset Management Inc7.96MShares$1.72 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.71 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$518 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$367 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$326 Million0.01% of portfolio