Avidian Wealth Solutions, LLC Ishares Msci Usa Momentum Fact Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,206 shares of MTUM stock, worth $271,193. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,206
Holding current value
$271,193
% of portfolio
0.01%

Shares

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

Jan 29, 2025
BUY
$201.32 - $217.44 $242,791 - $262,232
1,206 New
1,206 $249,000
Q2 2024

Aug 06, 2024
SELL
$173.58 - $198.8 $259,328 - $297,007
-1,494 Reduced 23.65%
4,823 $939,000
Q1 2024

May 03, 2024
SELL
$152.32 - $189.2 $238,533 - $296,287
-1,566 Reduced 19.87%
6,317 $1.18 Million
Q4 2023

Feb 06, 2024
SELL
$135.38 - $157.63 $300,002 - $349,308
-2,216 Reduced 21.94%
7,883 $1.24 Million
Q3 2023

Oct 13, 2023
SELL
$138.94 - $147.4 $69,470 - $73,700
-500 Reduced 4.72%
10,099 $1.41 Million
Q2 2023

Aug 03, 2023
SELL
$135.5 - $144.47 $185,228 - $197,490
-1,367 Reduced 11.42%
10,599 $1.53 Million
Q1 2023

May 08, 2023
SELL
$133.17 - $146.27 $275,661 - $302,778
-2,070 Reduced 14.75%
11,966 $1.66 Million
Q4 2022

Feb 06, 2023
BUY
$134.21 - $152.76 $610,118 - $694,446
4,546 Added 47.9%
14,036 $2.05 Million
Q3 2022

Nov 03, 2022
SELL
$131.18 - $147.67 $136,951 - $154,167
-1,044 Reduced 9.91%
9,490 $1.25 Million
Q2 2022

Jul 29, 2022
BUY
$130.25 - $170.4 $360,401 - $471,496
2,767 Added 35.63%
10,534 $1.44 Million
Q1 2022

May 10, 2022
BUY
$150.07 - $182.21 $18,908 - $22,958
126 Added 1.65%
7,767 $1.31 Million
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $819,897 - $915,275
4,724 Added 161.95%
7,641 $1.39 Million
Q3 2021

Nov 10, 2021
SELL
$167.02 - $183.38 $531,624 - $583,698
-3,183 Reduced 52.18%
2,917 $512,000
Q2 2021

Aug 09, 2021
SELL
$159.69 - $175.61 $173,103 - $190,361
-1,084 Reduced 15.09%
6,100 $1.06 Million
Q1 2021

May 05, 2021
BUY
$150.0 - $178.04 $1.08 Million - $1.28 Million
7,184 New
7,184 $1.16 Million
Q1 2020

Apr 22, 2020
SELL
$90.36 - $137.08 $285,627 - $433,309
-3,161 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$115.87 - $125.91 $17,264 - $18,760
-149 Reduced 4.5%
3,161 $397,000
Q3 2019

Nov 14, 2019
BUY
$115.63 - $123.04 $382,735 - $407,262
3,310 New
3,310 $395,000

Others Institutions Holding MTUM

# of Institutions
877
Shares Held
56.2M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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