Wealth Management Solutions, LLC Ishares Msci Usa Momentum Fact Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 128,632 shares of MTUM stock, worth $26 Million. This represents 12.4% of its overall portfolio holdings.
Number of Shares
128,632
Previous 131,478
2.16%
Holding current value
$26 Million
Previous $19 Million
5.25%
% of portfolio
12.4%
Previous 12.44%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
948Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.55 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.4 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$561 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$484 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$444 Million0.03% of portfolio