Summit Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 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 66,579 shares of MTUM stock, worth $13.3 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
66,579
Previous 63,715
4.5%
Holding current value
$13.3 Million
Previous $12.9 Million
6.63%
% of portfolio
3.99%
Previous 3.73%
Shares
17 transactions
Others Institutions Holding MTUM
# of Institutions
948Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.52 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.38 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$555 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$479 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$439 Million0.03% of portfolio