Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR
Steward Partners Investment Advisory, LLC holds 67,631 shares of MTUM (ISHARES TR), worth $16.9M as of 2025-Q4. The position was increased (++26.7% shares). MTUM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$16.9M
Current Shares
67,631
Total Value Change
+$12.9M
Total Shares Change
+46,972
Other major holders of MTUM: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 67,631 |
+26.7% |
| $16.9M |
| 0.1% |
| $252.79 |
35 |
| 2025-Q3 | Increased | 53,366 | +7.0% | $13.7M | 0.1% | $254.95 | 30 |
| 2025-Q2 | Increased | 49,853 | +18.1% | $12M | 0.1% | $236.51 | 33 |
| 2025-Q1 | Increased | 42,223 | +11.4% | $8.5M | 0.1% | $199.43 | 31 |
| 2024-Q4 | Increased | 37,912 | +84.6% | $7.8M | 0.1% | $205.88 | 43 |
| 2024-Q3 | Decreased | 20,533 | -0.6% | $4.2M | 0.0% | $199.30 | 0 |
| 2024-Q2 | Increased | 20,659 | +11.3% | $4M | 0.0% | $191.90 | 30 |