Sanchez Wealth Management Group Ishares Msci Usa Momentum Fact Transaction History
Sanchez Wealth Management Group
- $347 Million
- Q4 2024
A detailed history of Sanchez Wealth Management Group transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sanchez Wealth Management Group holds 99,448 shares of MTUM stock, worth $20.1 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
99,448
Previous 89,454
11.17%
Holding current value
$20.1 Million
Previous $18.1 Million
13.45%
% of portfolio
5.94%
Previous 5.87%
Shares
29 transactions
Others Institutions Holding MTUM
# of Institutions
948Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.55 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.4 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$561 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$484 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$444 Million0.03% of portfolio