Phillips Financial Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Phillips Financial Management, LLC holds 45 shares of MTUM stock, worth $11,073. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 45 -0.0%
Holding current value
$11,073
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$180.84 - $240.32 $8,137 - $10,814
45 New
45 $10,000
Q4 2022

Jan 24, 2023
BUY
$134.21 - $152.76 $2,281 - $2,596
17 New
17 $0

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
66M
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 Phillips Financial Management, LLC Portfolio

Follow Phillips Financial 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email