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

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

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 2,693 shares of MTUM stock, worth $681,032. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,693
Previous 2,690 0.11%
Holding current value
$681,032
Previous $540,000 19.81%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 04, 2025
BUY
$180.84 - $240.32 $542 - $720
3 Added 0.11%
2,693 $647,000
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
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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