A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 357 shares of MTUM stock, worth $76,708. This represents 0.03% of its overall portfolio holdings.

Number of Shares
357
Previous 357 -0.0%
Holding current value
$76,708
Previous $69.6 Million 4.05%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 17, 2024

SELL
$173.58 - $198.8 $13,886 - $15,904
-80 Reduced 18.31%
357 $69.6 Million
Q3 2023

Oct 18, 2023

SELL
$138.94 - $147.4 $37,513 - $39,798
-270 Reduced 38.19%
437 $61 Million
Q2 2023

Aug 01, 2023

SELL
$135.5 - $144.47 $20,325 - $21,670
-150 Reduced 17.5%
707 $102 Million
Q4 2022

Feb 13, 2023

BUY
$134.21 - $152.76 $115,017 - $130,915
857 New
857 $125 Million

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Tanglewood Legacy Advisors, LLC Portfolio

Follow Tanglewood Legacy 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 Tanglewood Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tanglewood Legacy Advisors, LLC with notifications on news.