Retirement Wealth Solutions LLC Ishares Msci Usa Momentum Fact Transaction History
Retirement Wealth Solutions LLC
- $158 Billion
- Q4 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 6,050 shares of MTUM stock, worth $1.49 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
6,050
Previous 3,869
56.37%
Holding current value
$1.49 Million
Previous $992 Million
52.62%
% of portfolio
0.96%
Previous 0.65%
Shares
5 transactions
Others Institutions Holding MTUM
# of Institutions
1,108Shares Held
66MCall 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