Stonebridge Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History
Stonebridge Wealth Management, LLC
- $117 Billion
- Q3 2025
A detailed history of Stonebridge Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 1,029 shares of MTUM stock, worth $253,206. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,029
Previous 1,039
0.96%
Holding current value
$253,206
Previous $250 Million
5.69%
% of portfolio
0.23%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,109Shares Held
65.7MCall 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