Wr Wealth Planners, LLC Ishares Msci Usa Momentum Fact Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 857 shares of MTUM stock, worth $184,143. This represents 0.05% of its overall portfolio holdings.

Number of Shares
857
Previous 858 0.12%
Holding current value
$184,143
Previous $167,000 3.59%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024
SELL
$175.46 - $203.3 $175 - $203
-1 Reduced 0.12%
857 $173,000
Q2 2024

Jul 31, 2024
SELL
$173.58 - $198.8 $1,909 - $2,186
-11 Reduced 1.27%
858 $167,000
Q1 2024

Jul 31, 2024
BUY
$152.32 - $189.2 $132,366 - $164,414
869 New
869 $162,000
Q3 2023

Aug 01, 2024
SELL
$138.94 - $147.4 $2,500 - $2,653
-18 Reduced 1.16%
1,529 $214 Million
Q2 2023

Aug 01, 2024
BUY
$135.5 - $144.47 $93,359 - $99,539
689 Added 80.3%
1,547 $223 Million
Q1 2023

Aug 01, 2024
BUY
$133.17 - $146.27 $110,531 - $121,404
830 Added 96.74%
1,688 $235 Million
Q4 2022

Oct 10, 2024
BUY
$134.21 - $152.76 $365,722 - $416,271
2,725 Added 147.38%
4,574 $667 Million
Q3 2022

Oct 10, 2024
BUY
$131.18 - $147.67 $129,999 - $146,340
991 Added 115.5%
1,849 $243 Million
Q2 2022

Oct 17, 2024
SELL
$130.25 - $170.4 $53,272 - $69,693
-409 Reduced 12.59%
2,839 $387 Million
Q1 2022

Oct 17, 2024
BUY
$150.07 - $182.21 $358,817 - $435,664
2,391 Added 279.0%
3,248 $547 Million

Others Institutions Holding MTUM

# of Institutions
771
Shares Held
48.6M
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

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

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email