5 T Wealth, LLC Ishares Msci Usa Momentum Fact Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, 5 T Wealth, LLC holds 13,401 shares of MTUM stock, worth $2.94 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

13,401

Holding current value

$2.94 Million

% of portfolio

1.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$201.32 - $217.44 $2.7 Million - $2.91 Million	13,401 New	13,401 $2.77 Billion

Others Institutions Holding MTUM

# of Institutions

832

Shares Held

50.5M

Call Options Held

266K

Put Options Held

778K

Envestnet Asset Management Inc

7.96M
Shares

$1.74 Billion
0.53% of portfolio
Mercer Global Advisors Inc Denver, CO

7.92M
Shares

$1.73 Billion
3.52% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$525 Million
0.3% of portfolio
Assetmark, Inc

1.69M
Shares

$371 Million
0.98% of portfolio
Black Rock Inc. New York, NY

1.51M
Shares

$330 Million
0.01% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

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