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

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,837 shares of MTUM stock, worth $418,303. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,837
Holding current value
$418,303
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$201.32 - $217.44 $369,824 - $399,437
1,837 New
1,837 $380,000
Q2 2024

Aug 09, 2024
SELL
$173.58 - $198.8 $25,689 - $29,422
-148 Reduced 10.5%
1,262 $245,000
Q1 2024

May 14, 2024
BUY
$152.32 - $189.2 $214,771 - $266,772
1,410 New
1,410 $264,000
Q1 2022

Aug 11, 2022
SELL
$150.07 - $182.21 $165,677 - $201,159
-1,104 Closed
0 $0
Q4 2021

Aug 11, 2022
BUY
$173.56 - $193.75 $191,610 - $213,900
1,104 New
1,104 $201,000

Others Institutions Holding MTUM

# of Institutions
919
Shares Held
67.5M
Call Options Held
102K
Put Options Held
1.59M
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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