Tcfg Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q1 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 1,433 shares of MTUM stock, worth $287,072. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,433
Previous 1,206
18.82%
Holding current value
$287,072
Previous $250 Million
16.07%
% of portfolio
0.15%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
964Shares Held
67.2MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.53 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$557 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$480 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$440 Million0.03% of portfolio