Dynasty Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 95,264 shares of MTUM stock, worth $20.9 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
95,264
Previous 7,166
1229.39%
Holding current value
$20.9 Million
Previous $1.4 Billion
313.43%
% of portfolio
0.17%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
847Shares Held
50.9MCall Options Held
265KPut Options Held
780K-
Envestnet Asset Management Inc7.96MShares$1.74 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.73 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$525 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$371 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$330 Million0.01% of portfolio