Summit Wealth Group LLC / CO Ishares Msci Usa Momentum Fact Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$180.84 - $240.32 $1.32 Million - $1.76 Million	7,309 New	7,309 $1.76 Billion

Others Institutions Holding MTUM

# of Institutions

1,108

Shares Held

66M

Call Options Held

456K

Put Options Held

930K

Mercer Global Advisors Inc Denver, CO

7.6M
Shares

$1.87 Billion
3.32% of portfolio
Envestnet Asset Management Inc

6.19M
Shares

$1.52 Billion
0.49% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$802 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.06M
Shares

$754 Million
0.26% of portfolio
Lpl Financial LLC Fort Mill, SC

2.64M
Shares

$649 Million
0.21% of portfolio

About ISHARES MSCI USA MOMENTUM FACT

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