Summit Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Summit Wealth Group, LLC
- $147 Million
- Q1 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Summit Wealth Group, LLC holds 88,169 shares of MTUM stock, worth $17.2 Million. This represents 11.25% of its overall portfolio holdings.
Number of Shares
88,169
Previous 88,066
0.12%
Holding current value
$17.2 Million
Previous $13.8 Million
19.55%
% of portfolio
11.25%
Previous 10.81%
Shares
14 transactions
Others Institutions Holding MTUM
# of Institutions
747Shares Held
52.4MCall Options Held
171KPut Options Held
3.36M-
Envestnet Asset Management Inc8.27MShares$1.61 Billion0.59% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.34MShares$1.43 Billion3.91% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$475 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$307 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$302 Million0.95% of portfolio