Cogent Blue Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Cogent Blue Wealth Advisors, LLC
- $114 Billion
- Q1 2025
A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 1,513 shares of MTUM stock, worth $300,935. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,513
Previous 1,513
-0.0%
Holding current value
$300,935
Previous $313 Million
2.31%
% of portfolio
0.27%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
961Shares Held
67.3MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.51 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.37 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$553 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$476 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$437 Million0.03% of portfolio