A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,813 shares of MTUM stock, worth $585,779. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,813
Previous 2,910 3.33%
Holding current value
$585,779
Previous $567 Million 0.6%
% of portfolio
0.46%
Previous 0.51%

Shares

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

Nov 12, 2024

SELL
$175.46 - $203.3 $17,019 - $19,720
-97 Reduced 3.33%
2,813 $570 Million
Q2 2024

Aug 09, 2024

SELL
$173.58 - $198.8 $2.95 Million - $3.38 Million
-16,988 Reduced 85.38%
2,910 $567 Million
Q1 2024

May 14, 2024

BUY
$152.32 - $189.2 $3.03 Million - $3.76 Million
19,898 New
19,898 $3.73 Billion

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


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

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.