Diversify Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,008 shares of MTUM stock, worth $401,359. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,008
Previous 2,078
3.37%
Holding current value
$401,359
Previous $431 Million
3.68%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
948Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.52 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.38 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$555 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$479 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$439 Million0.03% of portfolio