Fullcircle Wealth LLC Ishares Msci Usa Momentum Fact Transaction History

Fullcircle Wealth LLC

  • $252 Million
  • Q3 2025

A detailed history of Fullcircle Wealth LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fullcircle Wealth LLC holds 2,539 shares of MTUM stock, worth $624,771. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,539
Previous 1,968 29.01%
Holding current value
$624,771
Previous $472,000 37.92%
% of portfolio
0.26%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$236.25 - $257.69 $134,898 - $147,140
571 Added 29.01%
2,539 $651,000
Q2 2025

Aug 05, 2025
BUY
$180.84 - $240.32 $60,943 - $80,987
337 Added 20.66%
1,968 $472,000
Q1 2025

Apr 29, 2025
SELL
$196.12 - $229.48 $115,906 - $135,622
-591 Reduced 26.6%
1,631 $329,000
Q4 2024

Feb 13, 2025
BUY
$201.32 - $217.44 $447,333 - $483,151
2,222 New
2,222 $506 Million

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
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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