Elm3 Financial Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Elm3 Financial Group, LLC
- $122 Billion
- Q3 2025
A detailed history of Elm3 Financial Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Elm3 Financial Group, LLC holds 14,657 shares of MTUM stock, worth $3.61 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
14,657
Previous 17,936
18.28%
Holding current value
$3.61 Million
Previous $4.31 Billion
12.8%
% of portfolio
3.08%
Previous 3.58%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
1,109Shares Held
65.7MCall 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