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 $826,330. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,230
Previous 4,230
-0.0%
Holding current value
$826,330
Previous $857,000
2.1%
% of portfolio
0.36%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding MTUM
# of Institutions
961Shares Held
67.2MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.46 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.35 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$543 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$468 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$429 Million0.03% of portfolio