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

Jfs Wealth Advisors, LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 58 shares of MTUM stock, worth $12,332. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 112 48.21%
Holding current value
$12,332
Previous $21,000 47.62%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024
SELL
$175.46 - $203.3 $9,474 - $10,978
-54 Reduced 48.21%
58 $11,000
Q1 2024

Apr 30, 2024
SELL
$152.32 - $189.2 $1,066 - $1,324
-7 Reduced 5.88%
112 $20,000
Q4 2023

Feb 07, 2024
BUY
$135.38 - $157.63 $10,965 - $12,768
81 Added 213.16%
119 $18,000
Q1 2022

May 02, 2022
SELL
$150.07 - $182.21 $3,301 - $4,008
-22 Reduced 36.67%
38 $6,000
Q4 2021

Feb 03, 2022
BUY
$173.56 - $193.75 $7,636 - $8,525
44 Added 275.0%
60 $11,000
Q4 2018

Jan 28, 2019
BUY
$92.8 - $119.62 $1,484 - $1,913
16 New
16 $2,000

Others Institutions Holding MTUM

# of Institutions
774
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email