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

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 2025

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 846 shares of MTUM stock, worth $208,175. This represents 0.06% of its overall portfolio holdings.

Number of Shares
846
Previous 830 1.93%
Holding current value
$208,175
Previous $199,000 8.54%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 07, 2025
BUY
$236.25 - $257.69 $3,780 - $4,123
16 Added 1.93%
846 $216,000
Q2 2025

Jul 10, 2025
BUY
$180.84 - $240.32 $150,097 - $199,465
830 New
830 $199,000
Q2 2023

Jul 20, 2023
SELL
$135.5 - $144.47 $1,897 - $2,022
-14 Reduced 25.0%
42 $6,000
Q1 2023

Apr 17, 2023
BUY
$133.17 - $146.27 $7,457 - $8,191
56 New
56 $7,000

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
65.9M
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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