Fsm Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,851 shares of MTUM stock, worth $843,869. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,851
Previous 3,859
0.21%
Holding current value
$843,869
Previous $782,000
1.79%
% of portfolio
0.2%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
847Shares Held
50.9MCall Options Held
265KPut Options Held
780K-
Envestnet Asset Management Inc7.96MShares$1.74 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.73 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$525 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$371 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$330 Million0.01% of portfolio