Blue Bell Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 21 shares of MTUM stock, worth $5,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Previous 570 96.32%
Holding current value
$5,167
Previous $136,000 96.32%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Oct 22, 2025
SELL
$236.25 - $257.69 $129,701 - $141,471
-549 Reduced 96.32%
21 $5,000
Q2 2025

Aug 11, 2025
BUY
$180.84 - $240.32 $99,642 - $132,416
551 Added 2900.0%
570 $136,000
Q4 2021

Jan 26, 2022
BUY
$173.56 - $193.75 $3,297 - $3,681
19 New
19 $3,000

Others Institutions Holding MTUM

# of Institutions
1,106
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
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private 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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email