High Mark Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
A detailed history of High Mark Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, High Mark Wealth Management LLC holds 23 shares of MTUM stock, worth $5,659. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 20
15.0%
Holding current value
$5,659
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,108Shares Held
66MCall 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