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

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 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 $272,901. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,319
Previous 1,319 -0.0%
Holding current value
$272,901
Previous $257,000 3.89%
% of portfolio
0.1%
Previous 0.11%

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
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
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