Milestone Asset Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Milestone Asset Management, LLC
- $529 Billion
- Q3 2025
A detailed history of Milestone Asset Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Milestone Asset Management, LLC holds 7,440 shares of MTUM stock, worth $1.83 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
7,440
Previous 3,622
105.41%
Holding current value
$1.83 Million
Previous $870 Million
119.2%
% of portfolio
0.36%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,110Shares Held
65.7MCall 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