Elevate Wealth Advisory, Inc Ishares Msci Usa Momentum Fact Transaction History
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 60 shares of MTUM stock, worth $14,764. This represents 0.01% of its overall portfolio holdings.
Number of Shares
60
Previous 60
-0.0%
Holding current value
$14,764
Previous $14.4 Million
6.71%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
1,105Shares Held
65.9MCall 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