A detailed history of Oxford Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Oxford Wealth Group, LLC holds 20,924 shares of MTUM stock, worth $4.25 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
20,924
Previous 14,960 39.87%
Holding current value
$4.25 Million
Previous $2.8 Billion 45.48%
% of portfolio
2.8%
Previous 2.55%

Shares

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

Aug 12, 2024

BUY
$173.58 - $198.8 $1.04 Million - $1.19 Million
5,964 Added 39.87%
20,924 $4.08 Billion
Q1 2024

May 16, 2024

BUY
$152.32 - $189.2 $2.28 Million - $2.83 Million
14,960 New
14,960 $2.8 Billion

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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