Perissos Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,813 shares of MTUM stock, worth $591,714. This represents 0.46% of its overall portfolio holdings.
Number of Shares
2,813
Previous 2,910
3.33%
Holding current value
$591,714
Previous $567 Million
0.6%
% of portfolio
0.46%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding MTUM
# of Institutions
774Shares Held
48.7MCall Options Held
266KPut Options Held
778K-
Envestnet Asset Management Inc7.96MShares$1.67 Billion0.53% of portfolio
-
Mercer Global Advisors Inc Denver, CO7.92MShares$1.67 Billion3.52% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$504 Million0.3% of portfolio
-
Assetmark, Inc1.69MShares$356 Million0.98% of portfolio
-
Black Rock Inc. New York, NY1.51MShares$317 Million0.01% of portfolio