Amplius Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Amplius Wealth Advisors, LLC
- $851 Million
- Q4 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,690 shares of MTUM stock, worth $587,576. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,690
Previous 2,690
-0.0%
Holding current value
$587,576
Previous $545,000
2.02%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
944Shares Held
67.7MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.75 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.51 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$607 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$523 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$480 Million0.03% of portfolio