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

Certus Wealth Management, LLC

  • $144 Million
  • Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Certus Wealth Management, LLC holds 905 shares of MTUM stock, worth $199,027. This represents 0.13% of its overall portfolio holdings.

Number of Shares
905
Previous 1,062 14.78%
Holding current value
$199,027
Previous $215,000 13.02%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Feb 11, 2025
SELL
$201.32 - $217.44 $31,607 - $34,138
-157 Reduced 14.78%
905 $187,000
Q3 2024

Nov 12, 2024
BUY
$175.46 - $203.3 $4,561 - $5,285
26 Added 2.51%
1,062 $215,000
Q2 2024

Aug 02, 2024
BUY
$173.58 - $198.8 $179,828 - $205,956
1,036 New
1,036 $201,000
Q4 2023

Feb 09, 2024
SELL
$135.38 - $157.63 $947 - $1,103
-7 Reduced 0.3%
2,330 $365,000
Q3 2023

Nov 02, 2023
BUY
$138.94 - $147.4 $48,629 - $51,590
350 Added 17.61%
2,337 $326,000
Q2 2023

Aug 10, 2023
BUY
$135.5 - $144.47 $269,238 - $287,061
1,987 New
1,987 $287 Million

Others Institutions Holding MTUM

# of Institutions
938
Shares Held
67.7M
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 Certus Wealth Management, LLC Portfolio

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

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email