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

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,882 shares of MTUM stock, worth $414,736. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,882
Previous 1,372 37.17%
Holding current value
$414,736
Previous $278 Million 99.86%
% of portfolio
0.28%
Previous 0.09%

Shares

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

Jan 10, 2025
BUY
$201.32 - $217.44 $102,673 - $110,894
510 Added 37.17%
1,882 $389,000
Q3 2024

Oct 11, 2024
BUY
$175.46 - $203.3 $240,731 - $278,927
1,372 New
1,372 $278 Million

Others Institutions Holding MTUM

# of Institutions
850
Shares Held
51.4M
Call Options Held
265K
Put Options Held
780K
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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