Cyndeo Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,472 shares of MTUM stock, worth $1.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,472

Previous 2,987 150.15%

Holding current value

$1.5 Million

Previous $605,000 155.54%

% of portfolio

0.11%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$201.32 - $217.44 $902,920 - $975,218	4,485 Added 150.15%	7,472 $1.55 Million
Q3 2024 Oct 18, 2024	SELL	$175.46 - $203.3 $774,304 - $897,162	-4,413 Reduced 59.64%	2,987 $605,000
Q2 2024 Jul 30, 2024	BUY	$173.58 - $198.8 $135,045 - $154,666	778 Added 11.75%	7,400 $1.44 Million
Q1 2024 Apr 16, 2024	BUY	$152.32 - $189.2 $254,983 - $316,720	1,674 Added 33.83%	6,622 $1.24 Million
Q4 2023 Jan 12, 2024	BUY	$135.38 - $157.63 $428,342 - $498,741	3,164 Added 177.35%	4,948 $776,000
Q3 2023 Oct 10, 2023	BUY	$138.94 - $147.4 $247,868 - $262,961	1,784 New	1,784 $249,000

Others Institutions Holding MTUM

# of Institutions

954

Shares Held

67.8M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History