Beaird Harris Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Beaird Harris Wealth Management, LLC
- $1.28 Billion
- Q3 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 580 shares of MTUM stock, worth $142,720. This represents 0.01% of its overall portfolio holdings.
Number of Shares
580
Previous 574
1.05%
Holding current value
$142,720
Previous $137,000
8.03%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
1,108Shares Held
66MCall 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