Golden State Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,688 shares of MTUM stock, worth $1.05 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,688
Previous 50,171 90.66%
Holding current value
$1.05 Million
Previous $8.44 Million 11392.48%
% of portfolio
0.15%
Previous 1.66%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$201.32 - $217.44 $9.16 Million - $9.89 Million
-45,483 Reduced 90.66%
4,688 $970 Million
Q1 2022

May 19, 2022
BUY
$150.07 - $182.21 $6.67 Million - $8.1 Million
44,477 Added 781.12%
50,171 $8.44 Million
Q1 2022

May 16, 2022
SELL
$150.07 - $182.21 $6.81 Million - $8.27 Million
-45,402 Reduced 88.86%
5,694 $915,000
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $112,119 - $125,162
646 Added 1.28%
51,096 $9.29 Million
Q3 2021

Nov 15, 2021
BUY
$167.02 - $183.38 $121,757 - $133,684
729 Added 1.47%
50,450 $8.86 Million
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $7.03 Million - $7.73 Million
44,027 Added 773.22%
49,721 $8.62 Million
Q4 2020

Jan 28, 2021
BUY
$141.23 - $162.85 $418,888 - $483,013
2,966 Added 108.72%
5,694 $918,000
Q3 2020

Nov 12, 2020
SELL
$132.78 - $156.38 $4.71 Million - $5.55 Million
-35,502 Reduced 92.86%
2,728 $402,000
Q2 2020

Aug 11, 2020
BUY
$101.08 - $131.0 $256,237 - $332,085
2,535 Added 7.1%
38,230 $5.01 Million
Q1 2020

Apr 17, 2020
BUY
$90.36 - $137.08 $3.23 Million - $4.89 Million
35,695 New
35,695 $3.8 Million

Others Institutions Holding MTUM

# of Institutions
884
Shares Held
58.6M
Call Options Held
265K
Put Options Held
880K
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 Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email