Fortis Capital Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Fortis Capital Advisors, LLC

  • $677 Billion
  • Q4 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 862 shares of MTUM stock, worth $212,112. This represents 0.03% of its overall portfolio holdings.

Number of Shares
862
Previous 963 10.49%
Holding current value
$212,112
Previous $247 Million 12.67%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
$245.79 - $258.02 $24,824 - $26,060
-101 Reduced 10.49%
862 $216 Million
Q3 2025

Oct 31, 2025
BUY
$236.25 - $257.69 $227,508 - $248,155
963 New
963 $247 Million
Q1 2023

May 15, 2023
BUY
$133.17 - $146.27 $11,186 - $12,286
84 Added 44.92%
271 $37.7 Million
Q4 2022

Feb 14, 2023
BUY
$134.21 - $152.76 $25,097 - $28,566
187 New
187 $27.3 Million

Others Institutions Holding MTUM

# of Institutions
1,123
Shares Held
66.9M
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
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