Lodestone Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,876 shares of MTUM stock, worth $1.38 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
6,876
Previous 6,893
0.25%
Holding current value
$1.38 Million
Previous $1.4 Billion
1.8%
% of portfolio
0.71%
Previous 0.7%
Shares
7 transactions
Others Institutions Holding MTUM
# of Institutions
954Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.53 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.39 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$558 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$481 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$441 Million0.03% of portfolio