Atria Wealth Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 94,142 shares of MTUM stock, worth $20.5 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
94,142
Previous 31,330 200.49%
Holding current value
$20.5 Million
Previous $6.35 Million 206.66%
% of portfolio
0.22%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$201.32 - $217.44 $12.6 Million - $13.7 Million
62,812 Added 200.49%
94,142 $19.5 Million
Q3 2024

Nov 08, 2024
SELL
$175.46 - $203.3 $666,923 - $772,743
-3,801 Reduced 10.82%
31,330 $6.35 Million
Q2 2024

Jul 22, 2024
SELL
$173.58 - $198.8 $1.61 Million - $1.85 Million
-9,282 Reduced 20.9%
35,131 $6.85 Million
Q1 2024

May 13, 2024
BUY
$152.32 - $189.2 $2.29 Million - $2.84 Million
15,027 Added 51.14%
44,413 $8.32 Million
Q4 2023

Feb 02, 2024
SELL
$135.38 - $157.63 $42,373 - $49,338
-313 Reduced 1.05%
29,386 $4.61 Million
Q3 2023

Nov 08, 2023
SELL
$138.94 - $147.4 $406,121 - $430,850
-2,923 Reduced 8.96%
29,699 $4.15 Million
Q2 2023

Aug 03, 2023
SELL
$135.5 - $144.47 $8.73 Million - $9.31 Million
-64,422 Reduced 66.38%
32,622 $4.71 Million
Q1 2023

Aug 22, 2023
BUY
$133.17 - $146.27 $658,392 - $723,158
4,944 Added 15.16%
37,566 $5.22 Million
Q1 2023

Jun 14, 2023
BUY
$133.17 - $146.27 $7.92 Million - $8.7 Million
59,478 Added 158.33%
97,044 $13.5 Million
Q1 2023

May 10, 2023
SELL
$133.17 - $146.27 $7.93 Million - $8.7 Million
-59,513 Reduced 61.3%
37,566 $5.22 Million
Q4 2022

Aug 30, 2023
BUY
$134.21 - $152.76 $8.65 Million - $9.84 Million
64,422 Added 197.48%
97,044 $14.2 Million
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $4.41 Million - $5.02 Million
32,883 Added 51.22%
97,079 $14.2 Million
Q3 2022

Feb 13, 2023
SELL
$131.18 - $147.67 $217,758 - $245,132
-1,660 Reduced 2.52%
64,196 $8.64 Million
Q3 2022

Nov 14, 2022
SELL
$131.18 - $147.67 $713,750 - $803,472
-5,441 Reduced 7.63%
65,856 $8.77 Million
Q2 2022

Aug 15, 2022
SELL
$130.25 - $170.4 $400,258 - $523,639
-3,073 Reduced 4.13%
71,297 $9.72 Million
Q1 2022

May 16, 2022
BUY
$150.07 - $182.21 $11.2 Million - $13.6 Million
74,370 New
74,370 $12.5 Million

Others Institutions Holding MTUM

# of Institutions
943
Shares Held
67.7M
Call Options Held
203K
Put Options Held
3.11M
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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