Wealthsource Partners, LLC Ishares Msci Usa Momentum Fact Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wealthsource Partners, LLC holds 32,032 shares of MTUM stock, worth $6.51 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
32,032
Previous 32,904
2.65%
Holding current value
$6.51 Million
Previous $4.6 Million
9.33%
% of portfolio
0.33%
Previous 0.32%
Shares
28 transactions
Others Institutions Holding MTUM
# of Institutions
755Shares Held
52.1MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.61 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.54 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.44MShares$496 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$373 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$329 Million0.98% of portfolio