Diversify Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,823 shares of MTUM stock, worth $462,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,823
Previous 1,823 -0.0%
Holding current value
$462,166
Previous $382 Million 18.42%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 30, 2025
SELL
$196.12 - $229.48 $36,282 - $42,453
-185 Reduced 9.21%
1,823 $382 Million
Q4 2024

Jan 16, 2025
SELL
$201.32 - $217.44 $14,092 - $15,220
-70 Reduced 3.37%
2,008 $415 Million
Q3 2024

Oct 25, 2024
BUY
$175.46 - $203.3 $364,605 - $422,457
2,078 New
2,078 $431 Million

Others Institutions Holding MTUM

# of Institutions
1,068
Shares Held
70.9M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email