Moulton Wealth Management, Inc Ishares Msci Usa Momentum Fact Transaction History
Moulton Wealth Management, Inc
- $129 Million
- Q4 2024
A detailed history of Moulton Wealth Management, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 3,385 shares of MTUM stock, worth $679,911. This represents 0.54% of its overall portfolio holdings.
Number of Shares
3,385
Previous 5,419
37.53%
Holding current value
$679,911
Previous $1.1 Million
36.25%
% of portfolio
0.54%
Previous 0.93%
Shares
3 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