Whipplewood Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 14,862 shares of MTUM stock, worth $3.34 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
14,862Holding current value
$3.34 Million% of portfolio
1.75%Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
867Shares Held
54.9MCall Options Held
265KPut Options Held
780K-
Envestnet Asset Management Inc7.96MShares$1.79 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.78 Billion3.52% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.78MShares$625 Million0.22% of portfolio
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Raymond James & Associates St Petersburg, FL2.39MShares$538 Million0.3% of portfolio
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Assetmark, Inc1.75MShares$394 Million1.0% of portfolio