Twin Peaks Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,855 shares of MTUM stock, worth $2.18 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
8,855
Previous 8,295 6.75%
Holding current value
$2.18 Million
Previous $2.06 Billion 10.45%
% of portfolio
0.78%
Previous 0.67%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$236.25 - $257.69 $132,300 - $144,306
560 Added 6.75%
8,855 $2.27 Billion
Q2 2025

Aug 13, 2025
BUY
$180.84 - $240.32 $174,148 - $231,428
963 Added 13.13%
8,295 $2.06 Billion
Q1 2025

Apr 16, 2025
BUY
$196.12 - $229.48 $225,734 - $264,131
1,151 Added 18.62%
7,332 $1.46 Billion
Q4 2024

Feb 04, 2025
BUY
$201.32 - $217.44 $1.24 Million - $1.34 Million
6,181 New
6,181 $1.28 Billion

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
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
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