Ariadne Wealth Management, LP Ishares Msci Usa Momentum Fact Transaction History

Ariadne Wealth Management, LP

$219 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$175.46 - $203.3 $167,564 - $194,151	955 New	955 $201 Million

Others Institutions Holding MTUM

# of Institutions

884

Shares Held

58.6M

Call Options Held

265K

Put Options Held

880K

Envestnet Asset Management Inc

7.96M
Shares

$1.8 Billion
0.53% of portfolio
Mercer Global Advisors Inc Denver, CO

7.92M
Shares

$1.79 Billion
3.52% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.78M
Shares

$628 Million
0.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$541 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

1.95M
Shares

$442 Million
0.17% of portfolio

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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