Lumature Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 19 shares of MTUM stock, worth $4,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 19 -0.0%

Holding current value

$4,237

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$134.21 - $152.76 $2,549 - $2,902	-19 Reduced 50.0%	19 $2,000
Q1 2022 May 13, 2022	SELL	$150.07 - $182.21 $3,751 - $4,555	-25 Reduced 39.68%	38 $6,000
Q4 2021 Feb 10, 2022	BUY	$173.56 - $193.75 $4,339 - $4,843	25 Added 65.79%	63 $11,000
Q3 2021 Oct 29, 2021	SELL	$167.02 - $183.38 $17,036 - $18,704	-102 Reduced 72.86%	38 $7,000
Q2 2021 Aug 10, 2021	SELL	$159.69 - $175.61 $55,252 - $60,761	-346 Reduced 71.19%	140 $24,000
Q1 2021 May 11, 2021	SELL	$150.0 - $178.04 $6,900 - $8,189	-46 Reduced 8.65%	486 $78,000
Q4 2020 Feb 08, 2021	BUY	$141.23 - $162.85 $75,134 - $86,636	532 New	532 $86,000

Others Institutions Holding MTUM

# of Institutions

814

Shares Held

50.2M

Call Options Held

266K

Put Options Held

778K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Account

Lumature Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History