Fsm Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,851 shares of MTUM stock, worth $777,709. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,851
Previous 3,859 0.21%
Holding current value
$777,709
Previous $782,000 1.79%
% of portfolio
0.2%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$201.32 - $217.44 $1,610 - $1,739
-8 Reduced 0.21%
3,851 $796,000
Q3 2024

Oct 30, 2024
BUY
$175.46 - $203.3 $4,211 - $4,879
24 Added 0.63%
3,859 $782,000
Q2 2024

Jul 12, 2024
BUY
$173.58 - $198.8 $347 - $397
2 Added 0.05%
3,835 $747,000
Q1 2024

May 14, 2024
BUY
$152.32 - $189.2 $304 - $378
2 Added 0.05%
3,833 $718,000
Q4 2023

May 14, 2024
BUY
$135.38 - $157.63 $1,489 - $1,733
11 Added 0.29%
3,831 $601,000
Q3 2023

Nov 14, 2023
BUY
$138.94 - $147.4 $125,046 - $132,660
900 Added 30.82%
3,820 $533,000
Q2 2023

Jul 12, 2023
BUY
$135.5 - $144.47 $395,660 - $421,852
2,920 New
2,920 $421,000

Others Institutions Holding MTUM

# of Institutions
948
Shares Held
67.8M
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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