Sax Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 22,174 shares of MTUM stock, worth $4.48 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
22,174
Previous 23,685
6.38%
Holding current value
$4.48 Million
Previous $4.8 Million
4.46%
% of portfolio
0.36%
Previous 0.43%
Shares
18 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