Forthright Family Wealth Advisory LLC Ishares Msci Usa Momentum Fact Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 11,856 shares of MTUM stock, worth $2.92 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
11,856
Previous 11,235 5.53%
Holding current value
$2.92 Million
Previous $2.7 Million 12.63%
% of portfolio
2.17%
Previous 1.91%

Shares

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

Nov 04, 2025
BUY
$236.25 - $257.69 $146,711 - $160,025
621 Added 5.53%
11,856 $3.04 Million
Q2 2025

Aug 13, 2025
SELL
$180.84 - $240.32 $148,469 - $197,302
-821 Reduced 6.81%
11,235 $2.7 Million
Q1 2025

Apr 30, 2025
SELL
$196.12 - $229.48 $175,135 - $204,925
-893 Reduced 6.9%
12,056 $2.44 Million
Q4 2024

Mar 03, 2025
BUY
$201.32 - $217.44 $2.61 Million - $2.82 Million
12,949 New
12,949 $2.68 Million

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
66.2M
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
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More about MTUM
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