Orgel Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Orgel Wealth Management, LLC

  • $4.24 Billion
  • Q4 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 676,461 shares of MTUM stock, worth $166 Million. This represents 3.92% of its overall portfolio holdings.

Number of Shares
676,461
Previous 664,061 1.87%
Holding current value
$166 Million
Previous $170 Million 2.26%
% of portfolio
3.92%
Previous 4.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$245.79 - $258.02 $3.05 Million - $3.2 Million
12,400 Added 1.87%
676,461 $166 Million
Q3 2025

Oct 06, 2025
BUY
$236.25 - $257.69 $1.01 Million - $1.1 Million
4,280 Added 0.65%
664,061 $170 Million
Q2 2025

Jul 10, 2025
BUY
$180.84 - $240.32 $119 Million - $159 Million
659,781 New
659,781 $159 Million

Others Institutions Holding MTUM

# of Institutions
1,105
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
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 Orgel Wealth Management, LLC Portfolio

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

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email