Archvest Wealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Archvest Wealth Advisors, Inc.

  • $166 Million
  • Q3 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 10,252 shares of MTUM stock, worth $2.2 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
10,252
Previous 8,260 24.12%
Holding current value
$2.2 Million
Previous $1.61 Million 29.15%
% of portfolio
1.25%
Previous 1.06%

Shares

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

Nov 04, 2024
BUY
$175.46 - $203.3 $349,516 - $404,973
1,992 Added 24.12%
10,252 $2.08 Million
Q2 2024

Aug 12, 2024
BUY
$173.58 - $198.8 $750,907 - $860,008
4,326 Added 109.96%
8,260 $1.61 Million
Q1 2024

Apr 29, 2024
BUY
$152.32 - $189.2 $599,226 - $744,312
3,934 New
3,934 $737,000

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
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