Triad Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,182 shares of MTUM stock, worth $290,854. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,182Holding current value
$290,854% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,106Shares Held
65.9MCall Options Held
456KPut Options Held
930K-
Mercer Global Advisors Inc Denver, CO7.6MShares$1.87 Billion3.32% of portfolio
-
Envestnet Asset Management Inc6.19MShares$1.52 Billion0.49% of portfolio
-
Morgan Stanley New York, NY3.26MShares$802 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.06MShares$754 Million0.26% of portfolio
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Lpl Financial LLC Fort Mill, SC2.64MShares$649 Million0.21% of portfolio