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Ishares Tr Msci Usa Momentum Factor shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth 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 OMNI 360 Wealth 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 OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $600k 3.0k 202.78
2024-06-30 $573k 2.9k 194.85
2024-03-31 $552k 2.9k 187.38
2023-12-31 $465k 3.0k 156.90

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for OMNI 360 Wealth

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor