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Ishares Tr Msci Usa Momentum Factor shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners 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 ORG Wealth Partners 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $277k 1.4k 202.00

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

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