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 $588,760. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,813
Previous 2,910 3.33%
Holding current value
$588,760
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
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