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

Dynasty Wealth Management, LLC

$5.8 Trillion
Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 232,135 shares of MTUM stock, worth $49.3 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

232,135

Previous 95,264 143.68%

Holding current value

$49.3 Million

Previous $5.77 Billion 732.03%

% of portfolio

0.83%

Previous 0.17%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$201.32 - $217.44 $27.6 Million - $29.8 Million	136,871 Added 143.68%	232,135 $48 Billion
Q3 2024 Nov 12, 2024	BUY	$175.46 - $203.3 $15.5 Million - $17.9 Million	88,098 Added 1229.39%	95,264 $5.77 Billion
Q2 2024 Aug 12, 2024	BUY	$173.58 - $198.8 $252,906 - $289,651	1,457 Added 25.52%	7,166 $1.4 Billion
Q1 2024 May 15, 2024	BUY	$152.32 - $189.2 $869,594 - $1.08 Million	5,709 New	5,709 $1.07 Billion

Others Institutions Holding MTUM

# of Institutions

945

Shares Held

67.7M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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