Benchmark Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Benchmark Wealth Management, LLC

  • $224 Million
  • Q2 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 4,362 shares of MTUM stock, worth $1.07 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,362
Previous 3,596 21.3%
Holding current value
$1.07 Million
Previous $722,000 45.15%
% of portfolio
0.47%
Previous 0.35%

Shares

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

Jul 18, 2025
BUY
$180.84 - $240.32 $138,523 - $184,085
766 Added 21.3%
4,362 $1.05 Million
Q1 2025

Apr 07, 2025
BUY
$196.12 - $229.48 $705,247 - $825,210
3,596 New
3,596 $722,000

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
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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