Moulton Wealth Management, Inc Ishares Msci Usa Momentum Fact Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 3,385 shares of MTUM stock, worth $734,037. This represents 0.54% of its overall portfolio holdings.

Number of Shares
3,385
Previous 5,419 37.53%
Holding current value
$734,037
Previous $1.1 Million 36.25%
% of portfolio
0.54%
Previous 0.93%

Shares

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

Jan 16, 2025
SELL
$201.32 - $217.44 $409,484 - $442,272
-2,034 Reduced 37.53%
3,385 $700,000
Q3 2024

Oct 17, 2024
SELL
$175.46 - $203.3 $1.1 Million - $1.27 Million
-6,266 Reduced 53.62%
5,419 $1.1 Million
Q2 2024

Jul 16, 2024
BUY
$173.58 - $198.8 $2.03 Million - $2.32 Million
11,685 New
11,685 $2.28 Million

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
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