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

Sculati Wealth Management, LLC

  • $249 Million
  • Q3 2024

A detailed history of Sculati Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 1,270 shares of MTUM stock, worth $270,040. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,270
Previous 1,126 12.79%
Holding current value
$270,040
Previous $219,000 17.35%
% of portfolio
0.1%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 22, 2024
BUY
$175.46 - $203.3 $25,266 - $29,275
144 Added 12.79%
1,270 $257,000
Q2 2024

Aug 09, 2024
SELL
$173.58 - $198.8 $24,995 - $28,627
-144 Reduced 11.34%
1,126 $219,000
Q1 2024

May 14, 2024
SELL
$152.32 - $189.2 $1,675 - $2,081
-11 Reduced 0.86%
1,270 $237,000
Q4 2023

Feb 12, 2024
BUY
$135.38 - $157.63 $173,421 - $201,924
1,281 New
1,281 $200,000
Q4 2022

Feb 10, 2023
SELL
$134.21 - $152.76 $268 - $305
-2 Reduced 0.11%
1,895 $277,000
Q2 2022

Aug 09, 2022
SELL
$130.25 - $170.4 $56,007 - $73,272
-430 Reduced 18.48%
1,897 $259,000
Q1 2022

May 10, 2022
BUY
$150.07 - $182.21 $13,506 - $16,398
90 Added 4.02%
2,327 $392,000
Q4 2021

Feb 07, 2022
BUY
$173.56 - $193.75 $32,802 - $36,618
189 Added 9.23%
2,237 $407,000
Q3 2021

Nov 02, 2021
BUY
$167.02 - $183.38 $13,528 - $14,853
81 Added 4.12%
2,048 $360,000
Q2 2021

Aug 13, 2021
BUY
$159.69 - $175.61 $1,756 - $1,931
11 Added 0.56%
1,967 $341,000
Q3 2020

Nov 13, 2020
BUY
$132.78 - $156.38 $531 - $625
4 Added 0.2%
1,956 $288,000
Q1 2020

May 22, 2020
BUY
$90.36 - $137.08 $18,072 - $27,416
200 Added 11.42%
1,952 $208,000
Q4 2019

Feb 13, 2020
BUY
$115.87 - $125.91 $203,004 - $220,594
1,752 New
1,752 $220,000

Others Institutions Holding MTUM

# of Institutions
774
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
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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