Epg Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Epg Wealth Management LLC holds 77 shares of MTUM stock, worth $16,819. This represents 0.0% of its overall portfolio holdings.

Number of Shares
77
Previous 77 -0.0%
Holding current value
$16,819
Previous $15.6 Million 2.05%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$175.46 - $203.3 $13,510 - $15,654
77 New
77 $15.6 Million
Q2 2024

Aug 13, 2024
SELL
$173.58 - $198.8 $15,101 - $17,295
-87 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$152.32 - $189.2 $1,523 - $1,892
10 Added 12.99%
87 $16,000
Q1 2023

May 15, 2023
BUY
$133.17 - $146.27 $799 - $877
6 Added 8.45%
77 $10,000
Q3 2022

Nov 15, 2022
BUY
$131.18 - $147.67 $9,313 - $10,484
71 New
71 $9,000
Q2 2022

Aug 15, 2022
SELL
$130.25 - $170.4 $9,247 - $12,098
-71 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$167.02 - $183.38 $11,858 - $13,019
71 New
71 $12,000
Q2 2020

Aug 06, 2020
SELL
$101.08 - $131.0 $4,851 - $6,288
-48 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$90.36 - $137.08 $813 - $1,233
9 Added 23.08%
48 $5,000
Q4 2019

Feb 14, 2020
BUY
$115.87 - $125.91 $4,518 - $4,910
39 New
39 $5,000

Others Institutions Holding MTUM

# of Institutions
943
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
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