Core Wealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History
Core Wealth Advisors, Inc.
- $291 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
753Shares Held
50.9MCall Options Held
132KPut Options Held
886K-
Envestnet Asset Management Inc7.9MShares$1.62 Billion0.55% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.55MShares$1.55 Billion3.72% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$491 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$377 Million0.03% of portfolio
-
Assetmark, Inc1.62MShares$332 Million0.98% of portfolio