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

Dynasty Wealth Management, LLC

$6 Trillion
Q1 2025

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 56,095 shares of MTUM stock, worth $11.8 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

56,095

Previous 232,135 75.84%

Holding current value

$11.8 Million

Previous $48 Billion 76.39%

% of portfolio

0.19%

Previous 0.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$196.12 - $229.48 $34.5 Million - $40.4 Million	-176,040 Reduced 75.84%	56,095 $11.3 Billion
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

979

Shares Held

75.8M

Call Options Held

203K

Put Options Held

3.02M

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