Goal Vest Advisory LLC Ishares Msci Usa Momentum Fact Transaction History

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Goal Vest Advisory LLC holds 16 shares of MTUM stock, worth $3,506. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Holding current value
$3,506
% of portfolio
0.0%

Shares

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

Jan 17, 2025
BUY
$201.32 - $217.44 $3,221 - $3,479
16 New
16 $3,000
Q3 2023

Oct 10, 2023
BUY
$138.94 - $147.4 $2,084 - $2,211
15 New
15 $2,000
Q1 2021

May 13, 2021
SELL
$150.0 - $178.04 $1,350 - $1,602
-9 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$141.23 - $162.85 $1,271 - $1,465
9 New
9 $1,000

Others Institutions Holding MTUM

# of Institutions
847
Shares Held
50.9M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
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