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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 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 $431,704. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,823
Previous 2,008 9.21%
Holding current value
$431,704
Previous $415 Million 8.16%
% 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
993
Shares Held
76.2M
Call Options Held
848K
Put Options Held
507K
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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