Lakeridge Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 992 shares of MTUM stock, worth $244,101. This represents 0.11% of its overall portfolio holdings.

Number of Shares
992
Previous 880 12.73%
Holding current value
$244,101
Previous $226 Million 10.04%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$245.79 - $258.02 $27,528 - $28,898
112 Added 12.73%
992 $248 Million
Q3 2025

Oct 17, 2025
SELL
$236.25 - $257.69 $54,573 - $59,526
-231 Reduced 20.79%
880 $226 Million
Q2 2025

Aug 07, 2025
SELL
$180.84 - $240.32 $40,869 - $54,312
-226 Reduced 16.9%
1,111 $267 Million
Q1 2025

Apr 16, 2025
BUY
$196.12 - $229.48 $48,833 - $57,140
249 Added 22.89%
1,337 $270 Million
Q4 2024

Jan 30, 2025
BUY
$201.32 - $217.44 $219,036 - $236,574
1,088 New
1,088 $225 Million

Others Institutions Holding MTUM

# of Institutions
1,115
Shares Held
66.3M
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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