Valeo Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,316 shares of MTUM stock, worth $841,058. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,316
Previous 4,349
0.76%
Holding current value
$841,058
Previous $814,000
0.74%
% of portfolio
0.02%
Previous 0.01%
Shares
26 transactions
Others Institutions Holding MTUM
# of Institutions
743Shares Held
52.7MCall 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, FL2.51MShares$489 Million0.32% of portfolio
-
Black Rock Inc. New York, NY1.58MShares$307 Million0.01% of portfolio
-
Assetmark, Inc1.55MShares$302 Million0.95% of portfolio