Sugarloaf Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Sugarloaf Wealth Management, LLC
- $460 Million
- Q2 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 1,542 shares of MTUM stock, worth $311,576. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,542
Previous 1,542
-0.0%
Holding current value
$311,576
Previous $288,000
4.17%
% of portfolio
0.07%
Previous 0.07%
Shares
15 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.6 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.53 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$493 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$371 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$327 Million0.98% of portfolio