Wealth Plan Investment Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 851 shares of MTUM stock, worth $209,405. This represents 0.02% of its overall portfolio holdings.

Number of Shares
851
Previous 6,946 87.75%
Holding current value
$209,405
Previous $1.67 Million 86.94%
% of portfolio
0.02%
Previous 0.13%

Shares

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

Oct 27, 2025
SELL
$236.25 - $257.69 $1.44 Million - $1.57 Million
-6,095 Reduced 87.75%
851 $218,000
Q2 2025

Jul 28, 2025
BUY
$180.84 - $240.32 $1.26 Million - $1.67 Million
6,946 New
6,946 $1.67 Million
Q4 2022

Feb 15, 2023
BUY
$134.21 - $152.76 $52,610 - $59,881
392 Added 13.55%
3,286 $479,000
Q3 2022

Dec 12, 2022
BUY
$131.18 - $147.67 $379,634 - $427,356
2,894 New
2,894 $431,000

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
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More about MTUM
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