Beacon Financial Planning, Inc Ishares Msci Usa Momentum Fact Transaction History

Beacon Financial Planning, Inc

  • $179 Billion
  • Q2 2025

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 7,085 shares of MTUM stock, worth $1.74 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
7,085
Previous 7,402 4.28%
Holding current value
$1.74 Million
Previous $1.5 Billion 13.8%
% of portfolio
0.95%
Previous 0.86%

Shares

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

Jul 15, 2025
SELL
$180.84 - $240.32 $57,326 - $76,181
-317 Reduced 4.28%
7,085 $1.7 Billion
Q1 2025

Apr 24, 2025
BUY
$196.12 - $229.48 $209,063 - $244,625
1,066 Added 16.82%
7,402 $1.5 Billion
Q4 2024

Jan 27, 2025
BUY
$201.32 - $217.44 $817,963 - $883,458
4,063 Added 178.75%
6,336 $1.31 Billion
Q3 2024

Oct 24, 2024
BUY
$175.46 - $203.3 $398,820 - $462,100
2,273 New
2,273 $461 Million

Others Institutions Holding MTUM

# of Institutions
1,038
Shares Held
68.2M
Call Options Held
869K
Put Options Held
555K
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 Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, Inc 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 Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email