Epg Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Epg Wealth Management LLC

$379 Billion
Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Epg Wealth Management LLC holds 77 shares of MTUM stock, worth $15,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 77 -0.0%

Holding current value

$15,466

Previous $15.6 Million 2.05%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$175.46 - $203.3 $13,510 - $15,654	77 New	77 $15.6 Million
Q2 2024 Aug 13, 2024	SELL	$173.58 - $198.8 $15,101 - $17,295	-87 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$152.32 - $189.2 $1,523 - $1,892	10 Added 12.99%	87 $16,000
Q1 2023 May 15, 2023	BUY	$133.17 - $146.27 $799 - $877	6 Added 8.45%	77 $10,000
Q3 2022 Nov 15, 2022	BUY	$131.18 - $147.67 $9,313 - $10,484	71 New	71 $9,000
Q2 2022 Aug 15, 2022	SELL	$130.25 - $170.4 $9,247 - $12,098	-71 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$167.02 - $183.38 $11,858 - $13,019	71 New	71 $12,000
Q2 2020 Aug 06, 2020	SELL	$101.08 - $131.0 $4,851 - $6,288	-48 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$90.36 - $137.08 $813 - $1,233	9 Added 23.08%	48 $5,000
Q4 2019 Feb 14, 2020	BUY	$115.87 - $125.91 $4,518 - $4,910	39 New	39 $5,000

Others Institutions Holding MTUM

# of Institutions

956

Shares Held

67.9M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Epg Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History