Trinity Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 85,329 shares of MTUM stock, worth $17.2 Million. This represents 8.25% of its overall portfolio holdings.
Number of Shares
85,329
Previous 85,995
0.77%
Holding current value
$17.2 Million
Previous $13.5 Million
18.49%
% of portfolio
8.25%
Previous 8.08%
Shares
17 transactions
Others Institutions Holding MTUM
# of Institutions
743Shares Held
52.4MCall Options Held
171KPut Options Held
3.36M-
Envestnet Asset Management Inc8.27MShares$1.67 Billion0.59% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.34MShares$1.48 Billion3.91% of portfolio
-
Raymond James & Associates St Petersburg, FL2.51MShares$506 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$318 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$313 Million0.95% of portfolio