Valmark Advisers, Inc. Ishares Msci Usa Momentum Fact Transaction History
Valmark Advisers, Inc.
- $5.84 Billion
- Q2 2024
A detailed history of Valmark Advisers, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Valmark Advisers, Inc. holds 13,859 shares of MTUM stock, worth $2.8 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,859
Previous 14,023
1.17%
Holding current value
$2.8 Million
Previous $2.63 Million
2.78%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding MTUM
# of Institutions
752Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.6 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.53 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$493 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$371 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$327 Million0.98% of portfolio