Amplius Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,690 shares of MTUM stock, worth $561,752. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,690 -0.0%
Holding current value
$561,752
Previous $524,000 4.01%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 21, 2022
SELL
$130.25 - $170.4 $130,250 - $170,400
-1,000 Reduced 27.1%
2,690 $366,000
Q4 2021

Jan 28, 2022
BUY
$173.56 - $193.75 $640,436 - $714,937
3,690 New
3,690 $670,000

Others Institutions Holding MTUM

# of Institutions
776
Shares Held
48.7M
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 Amplius Wealth Advisors, LLC Portfolio

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email