Congress Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,918 shares of MTUM stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,918
Previous 3,372 45.85%
Holding current value
$1.21 Million
Previous $681,000 73.42%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$180.84 - $240.32 $279,578 - $371,534
1,546 Added 45.85%
4,918 $1.18 Million
Q1 2025

May 14, 2025
BUY
$196.12 - $229.48 $661,316 - $773,806
3,372 New
3,372 $681,000

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
66M
Call Options Held
456K
Put Options Held
930K
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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