Stonebridge Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Stonebridge Wealth Management, LLC

  • $117 Billion
  • Q3 2025

A detailed history of Stonebridge Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Stonebridge Wealth Management, LLC holds 1,029 shares of MTUM stock, worth $260,223. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,029
Previous 1,039 0.96%
Holding current value
$260,223
Previous $250 Million 5.69%
% of portfolio
0.23%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$236.25 - $257.69 $2,362 - $2,576
-10 Reduced 0.96%
1,029 $264 Million
Q2 2025

Aug 27, 2025
BUY
$180.84 - $240.32 $187,892 - $249,692
1,039 New
1,039 $250 Million

Others Institutions Holding MTUM

# of Institutions
1,070
Shares Held
70.8M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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