Cyndeo Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,987 shares of MTUM stock, worth $621,236. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,987
Previous 7,400 59.64%
Holding current value
$621,236
Previous $1.44 Million 58.04%
% of portfolio
0.04%
Previous 0.11%

Shares

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

Oct 18, 2024
SELL
$175.46 - $203.3 $774,304 - $897,162
-4,413 Reduced 59.64%
2,987 $605,000
Q2 2024

Jul 30, 2024
BUY
$173.58 - $198.8 $135,045 - $154,666
778 Added 11.75%
7,400 $1.44 Million
Q1 2024

Apr 16, 2024
BUY
$152.32 - $189.2 $254,983 - $316,720
1,674 Added 33.83%
6,622 $1.24 Million
Q4 2023

Jan 12, 2024
BUY
$135.38 - $157.63 $428,342 - $498,741
3,164 Added 177.35%
4,948 $776,000
Q3 2023

Oct 10, 2023
BUY
$138.94 - $147.4 $247,868 - $262,961
1,784 New
1,784 $249,000

Others Institutions Holding MTUM

# of Institutions
774
Shares Held
48.7M
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
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