Simplicity Wealth,Llc Ishares Msci Usa Momentum Fact Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,983 shares of MTUM stock, worth $2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,983
Previous 8,512 5.53%
Holding current value
$2 Million
Previous $1.66 Million 9.83%
% of portfolio
0.18%
Previous 0.04%

Shares

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

Oct 09, 2024
BUY
$175.46 - $203.3 $82,641 - $95,754
471 Added 5.53%
8,983 $1.82 Million
Q2 2024

Jul 10, 2024
BUY
$173.58 - $198.8 $82,971 - $95,026
478 Added 5.95%
8,512 $1.66 Million
Q1 2024

Apr 24, 2024
BUY
$152.32 - $189.2 $1.22 Million - $1.52 Million
8,034 New
8,034 $1.51 Million
Q4 2022

Feb 15, 2023
BUY
$134.21 - $152.76 $305,059 - $347,223
2,273 New
2,273 $331,000

Others Institutions Holding MTUM

# of Institutions
817
Shares Held
50.2M
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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