Atlantic Private Wealth, LLC Ishares Msci Usa Momentum Fact Transaction History
Atlantic Private Wealth, LLC
- $144 Million
- Q3 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 121 shares of MTUM stock, worth $29,774. This represents 0.02% of its overall portfolio holdings.
Number of Shares
121
Previous 121
-0.0%
Holding current value
$29,774
Previous $29,000
6.9%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
1,107Shares Held
65.8MCall Options Held
456KPut Options Held
930K-
Mercer Global Advisors Inc Denver, CO7.6MShares$1.87 Billion3.32% of portfolio
-
Envestnet Asset Management Inc6.19MShares$1.52 Billion0.49% of portfolio
-
Morgan Stanley New York, NY3.26MShares$802 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.06MShares$754 Million0.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.64MShares$649 Million0.21% of portfolio