Fullcircle Wealth LLC Ishares Msci Usa Momentum Fact Transaction History

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025

A detailed history of Fullcircle Wealth LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fullcircle Wealth LLC holds 1,968 shares of MTUM stock, worth $497,687. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,968
Previous 1,631 20.66%
Holding current value
$497,687
Previous $329,000 43.47%
% of portfolio
0.19%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$180.84 - $240.32 $60,943 - $80,987
337 Added 20.66%
1,968 $472,000
Q1 2025

Apr 29, 2025
SELL
$196.12 - $229.48 $115,906 - $135,622
-591 Reduced 26.6%
1,631 $329,000
Q4 2024

Feb 13, 2025
BUY
$201.32 - $217.44 $447,333 - $483,151
2,222 New
2,222 $506 Million

Others Institutions Holding MTUM

# of Institutions
1,094
Shares Held
71.3M
Call Options Held
230K
Put Options Held
1.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth 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 Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email