Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 981,507 shares of MTUM (ISHARES TR), worth $253.4M as of 2025-Q4. The position was decreased (-2.0% shares). MTUM represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$253.4M
Current Shares
981,507
Total Value Change
+$54.9M
Total Shares Change
-37,282
Other major holders of MTUM: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 981,507 |
-2.0% |
| $253.4M |
| 0.3% |
| $252.79 |
0 |
| 2025-Q3 | Decreased | 1M | -1.7% | $254.8M | 0.4% | $254.95 | 0 |
| 2025-Q2 | Increased | 1M | +10.1% | $243.9M | 0.4% | $236.51 | 40 |
| 2025-Q1 | Decreased | 925,556 | -1.9% | $187.1M | 0.4% | $199.43 | 0 |
| 2024-Q4 | Decreased | 943,286 | -2.5% | $195.2M | 0.4% | $205.88 | 0 |
| 2024-Q3 | Decreased | 967,866 | -5.0% | $196.2M | 0.4% | $199.30 | 0 |
| 2024-Q2 | Decreased | 1M | -3.2% | $198.5M | 0.5% | $191.90 | 0 |