Corient Private Wealth LLC
Position in MTUM — iShares MSCI USA Momentum Factor ETF
CIK 1948780
MIAMI, FL
All Filings in MTUM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 MTUM | $118,663,062 | 346,128 | Shares | Sole | 2026-08-27 | |
| 2025-09-30 MTUM | $183,806,947 | 716,736 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 MTUM | $196,083,095 | 815,925 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 MTUM | $152,142,846 | 752,698 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 MTUM | $141,440,786 | 683,553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 MTUM | $135,046,473 | 666,041 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 MTUM | $128,483,442 | 659,329 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 MTUM | $122,824,599 | 655,589 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 MTUM | $102,954,355 | 656,220 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 MTUM | $91,217,254 | 652,951 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 MTUM | $92,224,506 | 639,338 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 MTUM | $87,811,268 | 631,554 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 MTUM | $90,513,520 | 620,253 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||