Certus Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Certus Wealth Management, LLC holds 1,062 shares of MTUM stock, worth $226,131. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,036 2.51%
Holding current value
$226,131
Previous $201,000 6.97%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Nov 12, 2024
BUY
$175.46 - $203.3 $4,561 - $5,285
26 Added 2.51%
1,062 $215,000
Q2 2024

Aug 02, 2024
BUY
$173.58 - $198.8 $179,828 - $205,956
1,036 New
1,036 $201,000
Q4 2023

Feb 09, 2024
SELL
$135.38 - $157.63 $947 - $1,103
-7 Reduced 0.3%
2,330 $365,000
Q3 2023

Nov 02, 2023
BUY
$138.94 - $147.4 $48,629 - $51,590
350 Added 17.61%
2,337 $326,000
Q2 2023

Aug 10, 2023
BUY
$135.5 - $144.47 $269,238 - $287,061
1,987 New
1,987 $287 Million

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
  • Industry ETFs
More about MTUM
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