Morgan Rosel Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Morgan Rosel Wealth Management, LLC

  • $292 Million
  • Q4 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 8,339 shares of MTUM stock, worth $1.81 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
8,339
Previous 7,686 8.5%
Holding current value
$1.81 Million
Previous $1.56 Million 10.72%
% of portfolio
0.59%
Previous 0.54%

Shares

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

Feb 04, 2025
BUY
$201.32 - $217.44 $131,461 - $141,988
653 Added 8.5%
8,339 $1.73 Million
Q3 2024

Oct 10, 2024
SELL
$175.46 - $203.3 $2,105 - $2,439
-12 Reduced 0.16%
7,686 $1.56 Million
Q2 2024

Jul 15, 2024
BUY
$173.58 - $198.8 $108,313 - $124,051
624 Added 8.82%
7,698 $1.5 Million
Q1 2024

Apr 17, 2024
SELL
$152.32 - $189.2 $201,214 - $249,933
-1,321 Reduced 15.74%
7,074 $1.33 Million
Q4 2023

Jan 19, 2024
SELL
$135.38 - $157.63 $16,922 - $19,703
-125 Reduced 1.47%
8,395 $1.32 Million
Q3 2023

Oct 27, 2023
BUY
$138.94 - $147.4 $134,354 - $142,535
967 Added 12.8%
8,520 $1.19 Million
Q2 2023

Aug 04, 2023
BUY
$135.5 - $144.47 $36,720 - $39,151
271 Added 3.72%
7,553 $1.09 Million
Q1 2023

Apr 12, 2023
BUY
$133.17 - $146.27 $274,463 - $301,462
2,061 Added 39.48%
7,282 $1.01 Million
Q4 2022

Jan 19, 2023
BUY
$134.21 - $152.76 $282,914 - $322,018
2,108 Added 67.72%
5,221 $0
Q3 2022

Oct 14, 2022
BUY
$131.18 - $147.67 $408,363 - $459,696
3,113 New
3,113 $408,000

Others Institutions Holding MTUM

# of Institutions
942
Shares Held
67.7M
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
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, 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 Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email