Convergence Financial, LLC Ishares Msci Usa Momentum Fact Transaction History

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024

A detailed history of Convergence Financial, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Convergence Financial, LLC holds 65,906 shares of MTUM stock, worth $14.8 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
65,906
Previous 63,350 4.03%
Holding current value
$14.8 Million
Previous $12.8 Billion 6.17%
% of portfolio
2.72%
Previous 2.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$201.32 - $217.44 $514,573 - $555,776
2,556 Added 4.03%
65,906 $13.6 Billion
Q3 2024

Oct 23, 2024
BUY
$175.46 - $203.3 $11.1 Million - $12.9 Million
63,350 New
63,350 $12.8 Billion

Others Institutions Holding MTUM

# of Institutions
877
Shares Held
56.2M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email