Wr Wealth Planners, LLC Ishares Msci Usa Momentum Fact Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 623 shares of MTUM stock, worth $125,135. This represents 0.04% of its overall portfolio holdings.
Number of Shares
623
Previous 857
27.3%
Holding current value
$125,135
Previous $173,000
26.01%
% of portfolio
0.04%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding MTUM
# of Institutions
954Shares Held
67.8MCall Options Held
203KPut Options Held
3.11M-
Envestnet Asset Management Inc12.6MShares$2.53 Billion0.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.91MShares$1.39 Billion3.53% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.78MShares$558 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.39MShares$481 Million0.3% of portfolio
-
Morgan Stanley New York, NY2.2MShares$441 Million0.03% of portfolio