Confluence Wealth Services, Inc. Ishares Msci Usa Momentum Fact Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 856 shares of MTUM stock, worth $216,473. This represents 0.01% of its overall portfolio holdings.

Number of Shares
856
Holding current value
$216,473
% of portfolio
0.01%

Shares

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

Jul 22, 2025
BUY
$180.84 - $240.32 $154,799 - $205,713
856 New
856 $205,000
Q4 2023

Jan 25, 2024
BUY
$135.38 - $157.63 $483,848 - $563,369
3,574 New
3,574 $560,000
Q1 2022

Apr 26, 2022
SELL
$150.07 - $182.21 $7,353 - $8,928
-49 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$173.56 - $193.75 $8,504 - $9,493
49 New
49 $8,000

Others Institutions Holding MTUM

# of Institutions
1,078
Shares Held
71.2M
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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