Lodestone Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Lodestone Wealth Management LLC

  • $190 Billion
  • Q2 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 5,243 shares of MTUM stock, worth $1.07 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
5,243
Previous 5,095 2.9%
Holding current value
$1.07 Million
Previous $955 Million 7.04%
% of portfolio
0.54%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$173.58 - $198.8 $25,689 - $29,422
148 Added 2.9%
5,243 $1.02 Billion
Q1 2024

Apr 30, 2024
BUY
$152.32 - $189.2 $33,510 - $41,624
220 Added 4.51%
5,095 $955 Million
Q4 2023

Jan 24, 2024
BUY
$135.38 - $157.63 $35,198 - $40,983
260 Added 5.63%
4,875 $765 Million
Q3 2023

Oct 20, 2023
BUY
$138.94 - $147.4 $197,850 - $209,897
1,424 Added 44.63%
4,615 $645 Million
Q2 2023

Jul 25, 2023
BUY
$135.5 - $144.47 $432,380 - $461,003
3,191 New
3,191 $460 Million

Others Institutions Holding MTUM

# of Institutions
754
Shares Held
52.1M
Call Options Held
132K
Put Options Held
886K
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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