Kingswood Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 110,157 shares of MTUM stock, worth $21.6 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
110,157
Previous 38,302
187.6%
Holding current value
$21.6 Million
Previous $7.93 Billion
182.87%
% of portfolio
0.86%
Previous 0.6%
Shares
8 transactions
Others Institutions Holding MTUM
# of Institutions
964Shares Held
67.2MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.47 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$544 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$469 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$430 Million0.03% of portfolio