Capital A Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Capital A Wealth Management, LLC

  • $8.94 Billion
  • Q2 2025

A detailed history of Capital A Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 85 shares of MTUM stock, worth $21,495. This represents 0.15% of its overall portfolio holdings.

Number of Shares
85
Previous 1,193 92.88%
Holding current value
$21,495
Previous $241 Million 94.47%
% of portfolio
0.15%
Previous 0.25%

Shares

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

Sep 25, 2025
SELL
$180.84 - $240.32 $200,370 - $266,274
-1,108 Reduced 92.88%
85 $13.3 Million
Q1 2025

May 02, 2025
SELL
$196.12 - $229.48 $629,741 - $736,860
-3,211 Reduced 72.91%
1,193 $241 Million
Q4 2024

Feb 26, 2025
BUY
$201.32 - $217.44 $886,613 - $957,605
4,404 New
4,404 $911 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
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