Sherman Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sherman Wealth Management LLC holds 3,588 shares of MTUM stock, worth $882,899. This represents 0.92% of its overall portfolio holdings.
Number of Shares
3,588Holding current value
$882,899% of portfolio
0.92%Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,108Shares 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
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Morgan Stanley New York, NY3.26MShares$802 Million0.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.06MShares$754 Million0.26% of portfolio
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Lpl Financial LLC Fort Mill, SC2.64MShares$649 Million0.21% of portfolio