Forvis Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Forvis Wealth Advisors, LLC
- $4.21 Billion
- Q4 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,207 shares of MTUM stock, worth $482,075. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,207
Previous 2,207
-0.0%
Holding current value
$482,075
Previous $447,000
2.01%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding MTUM
# of Institutions
943Shares Held
67.7MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.75 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.51 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$607 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$523 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$480 Million0.03% of portfolio