Portside Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Portside Wealth Group, LLC holds 1,037 shares of MTUM stock, worth $255,174. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,037
Previous 1,084 4.34%
Holding current value
$255,174
Previous $261 Million 2.09%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$236.25 - $257.69 $11,103 - $12,111
-47 Reduced 4.34%
1,037 $266 Million
Q2 2025

Aug 11, 2025
BUY
$180.84 - $240.32 $196,030 - $260,506
1,084 New
1,084 $261 Million
Q2 2023

Aug 01, 2023
BUY
$135.5 - $144.47 $1.72 Million - $1.83 Million
12,663 New
12,663 $1.83 Million

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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