Clearstead Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,989 shares of MTUM stock, worth $680,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,989
Previous 2,989 -0.0%
Holding current value
$680,625
Previous $606,000 1.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024
BUY
$173.58 - $198.8 $305,500 - $349,888
1,760 Added 143.21%
2,989 $582,000
Q4 2023

Feb 12, 2024
SELL
$135.38 - $157.63 $17,599 - $20,491
-130 Reduced 9.57%
1,229 $192,000
Q1 2023

May 09, 2023
BUY
$133.17 - $146.27 $131,172 - $144,075
985 Added 263.37%
1,359 $188,000
Q3 2022

Nov 14, 2022
BUY
$131.18 - $147.67 $20,070 - $22,593
153 Added 69.23%
374 $49,000
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $14,579 - $16,275
84 Added 61.31%
221 $40,000
Q3 2021

Nov 12, 2021
BUY
$167.02 - $183.38 $22,881 - $25,123
137 New
137 $24,000

Others Institutions Holding MTUM

# of Institutions
919
Shares Held
67.5M
Call Options Held
102K
Put Options Held
1.59M
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 Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email