Wespac Advisors So Cal, LLC Ishares Msci Usa Momentum Fact Transaction History
Wespac Advisors So Cal, LLC
- $453 Million
- Q3 2025
A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 1,260 shares of MTUM stock, worth $318,641. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,260
Previous 1,139
10.62%
Holding current value
$318,641
Previous $273,000
18.32%
% of portfolio
0.07%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,078Shares Held
71.2MCall Options Held
229KPut Options Held
1.12M-
Envestnet Asset Management Inc12.6MShares$3.2 Billion0.93% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.58MShares$1.92 Billion3.77% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.94MShares$744 Million0.25% of portfolio
-
Morgan Stanley New York, NY2.52MShares$638 Million0.04% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$605 Million0.3% of portfolio