Clearstead Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,989 shares of MTUM stock, worth $611,937. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,989
Previous 2,989 -0.0%
Holding current value
$611,937
Previous $606,000 1.98%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$173.58 - $198.8 $305,500 - $349,888
1,760 Added 143.21%
2,989 $582,000
Q4 2023

Feb 12, 2024
SELL
$135.38 - $157.63 $17,599 - $20,491
-130 Reduced 9.57%
1,229 $192,000
Q1 2023

May 09, 2023
BUY
$133.17 - $146.27 $131,172 - $144,075
985 Added 263.37%
1,359 $188,000
Q3 2022

Nov 14, 2022
BUY
$131.18 - $147.67 $20,070 - $22,593
153 Added 69.23%
374 $49,000
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $14,579 - $16,275
84 Added 61.31%
221 $40,000
Q3 2021

Nov 12, 2021
BUY
$167.02 - $183.38 $22,881 - $25,123
137 New
137 $24,000

Others Institutions Holding MTUM

# of Institutions
948
Shares Held
67.7M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
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