Family Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,597 shares of MTUM stock, worth $403,865. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,597
Holding current value
$403,865
% of portfolio
0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$180.84 - $240.32 $288,801 - $383,791
1,597 New
1,597 $383,000
Q1 2025

May 14, 2025
SELL
$196.12 - $229.48 $384,395 - $449,780
-1,960 Closed
0 $0
Q4 2024

May 14, 2025
BUY
$201.32 - $217.44 $394,587 - $426,182
1,960 New
1,960 $405,000

Others Institutions Holding MTUM

# of Institutions
1,071
Shares Held
70.9M
Call Options Held
229K
Put Options Held
1.12M
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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