Wespac Advisors So Cal, LLC Ishares Msci Usa Momentum Fact Transaction History
Wespac Advisors So Cal, LLC
- $453 Million
- Q3 2025
A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 1,260 shares of MTUM stock, worth $310,048. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,260
Previous 1,139
10.62%
Holding current value
$310,048
Previous $273,000
18.32%
% of portfolio
0.07%
Previous 0.06%
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