National Wealth Management Group, LLC Ishares Msci Usa Momentum Fact Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,402 shares of MTUM stock, worth $308,327. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,402
Holding current value
$308,327
% of portfolio
0.19%

Shares

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

Feb 12, 2025
BUY
$201.32 - $217.44 $282,250 - $304,850
1,402 New
1,402 $290 Million
Q2 2022

Nov 17, 2023
SELL
$130.25 - $170.4 $623,767 - $816,045
-4,789 Closed
0 $0
Q1 2022

Nov 17, 2023
SELL
$150.07 - $182.21 $1.42 Million - $1.72 Million
-9,466 Reduced 66.4%
4,789 $806 Million
Q4 2021

Nov 17, 2023
BUY
$173.56 - $193.75 $2.47 Million - $2.76 Million
14,255 New
14,255 $2.59 Billion

Others Institutions Holding MTUM

# of Institutions
938
Shares Held
67.7M
Call Options Held
203K
Put Options Held
3.11M
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 National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, 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 National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email