Summit Financial Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
884Shares Held
58.6MCall Options Held
265KPut Options Held
880K-
Envestnet Asset Management Inc7.96MShares$1.8 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.79 Billion3.52% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$628 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$541 Million0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC1.95MShares$442 Million0.17% of portfolio