9258 Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,890 shares of MTUM stock, worth $804,841. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,890
Previous 3,890 -0.0%
Holding current value
$804,841
Previous $758,000 3.96%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023
SELL
$135.5 - $144.47 $67,750 - $72,235
-500 Reduced 11.39%
3,890 $561,000
Q4 2020

Feb 10, 2021
SELL
$141.23 - $162.85 $56,491 - $65,140
-400 Reduced 8.35%
4,390 $708,000
Q3 2020

Nov 13, 2020
SELL
$132.78 - $156.38 $26,556 - $31,276
-200 Reduced 4.01%
4,790 $676,000
Q1 2020

May 05, 2020
SELL
$90.36 - $137.08 $72,288 - $109,664
-800 Reduced 13.82%
4,990 $592,000
Q4 2019

Feb 06, 2020
BUY
$115.87 - $125.91 $670,887 - $729,018
5,790 New
5,790 $727,000

Others Institutions Holding MTUM

# of Institutions
777
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email