Cherry Tree Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,079 shares of MTUM stock, worth $222,543. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,079
Previous 1,356 20.43%
Holding current value
$222,543
Previous $254 Million 17.23%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$173.58 - $198.8 $48,081 - $55,067
-277 Reduced 20.43%
1,079 $210 Million
Q4 2023

Feb 06, 2024
BUY
$135.38 - $157.63 $1,759 - $2,049
13 Added 0.97%
1,356 $213 Million
Q2 2023

Aug 09, 2023
BUY
$135.5 - $144.47 $181,976 - $194,023
1,343 New
1,343 $194 Million

Others Institutions Holding MTUM

# of Institutions
752
Shares Held
51.5M
Call Options Held
132K
Put Options Held
886K
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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