Kathleen S. Wright Associates Inc. Ishares Msci Usa Momentum Fact Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 4,230 shares of MTUM stock, worth $953,822. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,230
Previous 4,230
-0.0%
Holding current value
$953,822
Previous $857,000
2.1%
% of portfolio
0.36%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding MTUM
# of Institutions
892Shares Held
60MCall Options Held
95.2KPut Options Held
910K-
Envestnet Asset Management Inc12.6MShares$2.84 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.79 Billion3.52% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$626 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$540 Million0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.95MShares$441 Million0.17% of portfolio