Private Wealth Asset Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 1,018 shares of MTUM stock, worth $250,499. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,018
Previous 1,118
8.94%
Holding current value
$250,499
Previous $269 Million
99.9%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,106Shares Held
65.9MCall 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