Cassady Schiller Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,319 shares of MTUM stock, worth $262,349. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,319
Previous 1,319 -0.0%
Holding current value
$262,349
Previous $267,000 1.87%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

May 16, 2023
SELL
$134.21 - $152.76 $162,528 - $184,992
-1,211 Reduced 91.81%
108 $15,000
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $177,022 - $201,490
1,319 New
1,319 $192,000

Others Institutions Holding MTUM

# of Institutions
961
Shares Held
67.3M
Call Options Held
203K
Put Options Held
3.11M
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 Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email