Bordeaux Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,103 shares of MTUM stock, worth $238,821. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,103
Previous 1,111 0.72%
Holding current value
$238,821
Previous $216,000 3.24%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$175.46 - $203.3 $1,403 - $1,626
-8 Reduced 0.72%
1,103 $223,000
Q2 2024

Aug 02, 2024
BUY
$173.58 - $198.8 $1,388 - $1,590
8 Added 0.73%
1,111 $216,000
Q1 2024

Apr 29, 2024
BUY
$152.32 - $189.2 $168,008 - $208,687
1,103 New
1,103 $206,000

Others Institutions Holding MTUM

# of Institutions
773
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
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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