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Ishares Tr Msci Usa Momentum Factor shares owned by Strata Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Strata Wealth Advisors from 13F filings

Historical chart of Strata Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $669k 3.6k 187.35
2023-12-31 $560k 3.6k 156.89
2023-09-30 $499k 3.6k 139.70

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View all positions for Strata Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
UBS Group
Susquehanna International

View all funds holding Ishares Tr Msci Usa Momentum Factor