Talisman Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Talisman Wealth Advisors LLC

  • $96.1 Million
  • Q3 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 3,354 shares of MTUM stock, worth $722,015. This represents 0.71% of its overall portfolio holdings.

Number of Shares
3,354
Previous 3,354 -0.0%
Holding current value
$722,015
Previous $653,000 4.13%
% of portfolio
0.71%
Previous 0.76%

Shares

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

Aug 14, 2024
BUY
$173.58 - $198.8 $173 - $198
1 Added 0.03%
3,354 $653,000
Q4 2023

Feb 13, 2024
BUY
$135.38 - $157.63 $1,624 - $1,891
12 Added 0.36%
3,353 $526,000
Q3 2023

Nov 13, 2023
SELL
$138.94 - $147.4 $5,974 - $6,338
-43 Reduced 1.27%
3,341 $466,000
Q2 2023

Aug 10, 2023
BUY
$135.5 - $144.47 $1,761 - $1,878
13 Added 0.39%
3,384 $488,000
Q1 2023

May 11, 2023
BUY
$133.17 - $146.27 $2,530 - $2,779
19 Added 0.57%
3,371 $469,000
Q4 2022

Feb 15, 2023
BUY
$134.21 - $152.76 $449,871 - $512,051
3,352 New
3,352 $489,000

Others Institutions Holding MTUM

# of Institutions
773
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
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Talisman Wealth Advisors LLC Portfolio

Follow Talisman Wealth Advisors 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 Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email