Kingswood Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 38,302 shares of MTUM stock, worth $7.74 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

38,302

Previous 19,380 97.64%

Holding current value

$7.74 Million

Previous $3.91 Billion 102.49%

% of portfolio

0.6%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$201.32 - $217.44 $3.81 Million - $4.11 Million	18,922 Added 97.64%	38,302 $7.93 Billion
Q3 2024 Oct 21, 2024	BUY	$175.46 - $203.3 $41,408 - $47,978	236 Added 1.23%	19,380 $3.91 Billion
Q2 2024 Jul 09, 2024	BUY	$173.58 - $198.8 $4,686 - $5,367	27 Added 0.14%	19,144 $3.73 Billion
Q1 2024 Apr 15, 2024	SELL	$152.32 - $189.2 $84,080 - $104,438	-552 Reduced 2.81%	19,117 $3.58 Billion
Q4 2023 Jan 16, 2024	BUY	$135.38 - $157.63 $2.11 Million - $2.46 Million	15,599 Added 383.27%	19,669 $3.09 Billion
Q3 2023 Oct 23, 2023	SELL	$138.94 - $147.4 $2.3 Million - $2.43 Million	-16,519 Reduced 80.23%	4,070 $572 Million
Q2 2023 Aug 09, 2023	BUY	$135.5 - $144.47 $2.79 Million - $2.97 Million	20,589 New	20,589 $2.97 Billion

Others Institutions Holding MTUM

# of Institutions

948

Shares Held

67.8M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History