Elevation Capital Advisory, LLC Ishares Msci Usa Momentum Fact Transaction History

Elevation Capital Advisory, LLC

  • $229 Billion
  • Q1 2025

A detailed history of Elevation Capital Advisory, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Elevation Capital Advisory, LLC holds 2,864 shares of MTUM stock, worth $647,636. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,864
Previous 46,536 93.85%
Holding current value
$647,636
Previous $9.63 Billion 93.99%
% of portfolio
0.25%
Previous 4.13%

Shares

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

May 12, 2025
SELL
$196.12 - $229.48 $8.56 Million - $10 Million
-43,672 Reduced 93.85%
2,864 $579 Million
Q4 2024

Feb 06, 2025
BUY
$201.32 - $217.44 $281,042 - $303,546
1,396 Added 3.09%
46,536 $9.63 Billion
Q3 2024

Nov 04, 2024
BUY
$175.46 - $203.3 $7.92 Million - $9.18 Million
45,140 New
45,140 $9.15 Billion
Q2 2024

Aug 15, 2024
SELL
$173.58 - $198.8 $16.2 Million - $18.6 Million
-93,419 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $14.9 Million - $16.4 Million
93,419 New
93,419 $16.2 Million

Others Institutions Holding MTUM

# of Institutions
990
Shares Held
76.1M
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
Track This Portfolio

Track Elevation Capital Advisory, LLC Portfolio

Follow Elevation Capital Advisory, 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 Elevation Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevation Capital Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email