Cogent Blue Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Cogent Blue Wealth Advisors, LLC

  • $147 Billion
  • Q3 2025

A detailed history of Cogent Blue Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cogent Blue Wealth Advisors, LLC holds 1,302 shares of MTUM stock, worth $329,262. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,302
Previous 1,302 -0.0%
Holding current value
$329,262
Previous $313 Million 6.71%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Jul 16, 2025
SELL
$180.84 - $240.32 $38,157 - $50,707
-211 Reduced 13.95%
1,302 $313 Million
Q4 2024

Jan 31, 2025
BUY
$201.32 - $217.44 $304,597 - $328,986
1,513 New
1,513 $313 Million

Others Institutions Holding MTUM

# of Institutions
1,071
Shares Held
70.9M
Call Options Held
229K
Put Options Held
1.12M
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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