Sage View Advisory Group, LLC Ishares Msci Usa Momentum Fact Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 12,359 shares of MTUM stock, worth $2.48 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,359
Previous 13,226
6.56%
Holding current value
$2.48 Million
Previous $2.68 Billion
4.64%
% of portfolio
0.11%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding MTUM
# of Institutions
950Shares Held
67.9MCall 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