Cherry Tree Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,087 shares of MTUM stock, worth $227,987. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,087
Previous 1,079 0.74%
Holding current value
$227,987
Previous $210 Million 4.82%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$175.46 - $203.3 $1,403 - $1,626
8 Added 0.74%
1,087 $220 Million
Q2 2024

Aug 06, 2024
SELL
$173.58 - $198.8 $48,081 - $55,067
-277 Reduced 20.43%
1,079 $210 Million
Q4 2023

Feb 06, 2024
BUY
$135.38 - $157.63 $1,759 - $2,049
13 Added 0.97%
1,356 $213 Million
Q2 2023

Aug 09, 2023
BUY
$135.5 - $144.47 $181,976 - $194,023
1,343 New
1,343 $194 Million

Others Institutions Holding MTUM

# of Institutions
776
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
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email