Comprehensive Financial Planning, Inc./Pa Ishares Msci Usa Momentum Fact Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $127 Billion
  • Q2 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 430 shares of MTUM stock, worth $105,633. This represents 0.08% of its overall portfolio holdings.

Number of Shares
430
Previous 429 0.23%
Holding current value
$105,633
Previous $86.8 Million 19.14%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 08, 2025
BUY
$180.84 - $240.32 $180 - $240
1 Added 0.23%
430 $103 Million
Q1 2025

May 09, 2025
BUY
$196.12 - $229.48 $196 - $229
1 Added 0.23%
429 $86.8 Million
Q4 2024

Jan 28, 2025
BUY
$201.32 - $217.44 $86,164 - $93,064
428 New
428 $88.6 Million

Others Institutions Holding MTUM

# of Institutions
1,062
Shares Held
70.4M
Call Options Held
245K
Put Options Held
831K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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