Convergence Financial, LLC Ishares Msci Usa Momentum Fact Transaction History

Convergence Financial, LLC

  • $509 Billion
  • Q1 2025

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 68,081 shares of MTUM stock, worth $14.3 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
68,081
Previous 65,906 3.3%
Holding current value
$14.3 Million
Previous $13.6 Billion 0.91%
% of portfolio
2.7%
Previous 2.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$196.12 - $229.48 $426,561 - $499,119
2,175 Added 3.3%
68,081 $13.8 Billion
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
990
Shares Held
76.1M
Call Options Held
848K
Put Options Held
507K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
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