Axis Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 940 shares of MTUM stock, worth $237,716. This represents 0.14% of its overall portfolio holdings.

Number of Shares
940
Previous 987 4.76%
Holding current value
$237,716
Previous $237 Million 1.66%
% of portfolio
0.14%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$236.25 - $257.69 $11,103 - $12,111
-47 Reduced 4.76%
940 $241 Million
Q2 2025

Jul 15, 2025
SELL
$180.84 - $240.32 $11,212 - $14,899
-62 Reduced 5.91%
987 $237 Million
Q4 2024

Feb 07, 2025
BUY
$201.32 - $217.44 $211,184 - $228,094
1,049 New
1,049 $217 Million

Others Institutions Holding MTUM

# of Institutions
1,094
Shares Held
71.3M
Call Options Held
230K
Put Options Held
1.11M
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 Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email