Concurrent Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,910 shares of MTUM stock, worth $379,306. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,910
Previous 2,097 8.92%
Holding current value
$379,306
Previous $329 Million 8.73%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$152.32 - $189.2 $28,483 - $35,380
-187 Reduced 8.92%
1,910 $358 Million
Q4 2023

Apr 15, 2024
BUY
$135.38 - $157.63 $283,891 - $330,550
2,097 New
2,097 $329 Million

Others Institutions Holding MTUM

# of Institutions
745
Shares Held
52.7M
Call Options Held
171K
Put Options Held
3.36M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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