Milestone Asset Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Milestone Asset Management, LLC
- $530 Billion
- Q4 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 7,149 shares of MTUM stock, worth $1.76 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
7,149
Previous 7,440
3.91%
Holding current value
$1.76 Million
Previous $1.91 Billion
6.21%
% of portfolio
0.34%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
1,123Shares Held
66.9MCall 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