Fingerlakes Wealth Management, Inc. Ishares Msci Usa Momentum Fact Transaction History

Fingerlakes Wealth Management, Inc.

  • $123 Million
  • Q4 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 2,107 shares of MTUM stock, worth $481,028. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,107
Previous 2,153 2.14%
Holding current value
$481,028
Previous $436,000 0.23%
% of portfolio
0.35%
Previous 0.36%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$201.32 - $217.44 $9,260 - $10,002
-46 Reduced 2.14%
2,107 $435,000
Q3 2024

Oct 31, 2024
SELL
$175.46 - $203.3 $8,948 - $10,368
-51 Reduced 2.31%
2,153 $436,000
Q2 2024

Aug 07, 2024
BUY
$173.58 - $198.8 $347 - $397
2 Added 0.09%
2,204 $429,000
Q1 2024

Apr 24, 2024
SELL
$152.32 - $189.2 $456 - $567
-3 Reduced 0.14%
2,202 $412,000
Q4 2023

Jan 26, 2024
BUY
$135.38 - $157.63 $1,218 - $1,418
9 Added 0.41%
2,205 $345,000
Q3 2023

Nov 07, 2023
SELL
$138.94 - $147.4 $1,667 - $1,768
-12 Reduced 0.54%
2,196 $306,000
Q2 2023

Aug 10, 2023
SELL
$135.5 - $144.47 $9,214 - $9,823
-68 Reduced 2.99%
2,208 $318,000
Q1 2023

May 02, 2023
SELL
$133.17 - $146.27 $37,820 - $41,540
-284 Reduced 11.09%
2,276 $316,000
Q4 2022

Feb 10, 2023
SELL
$134.21 - $152.76 $3,757 - $4,277
-28 Reduced 1.08%
2,560 $373,000
Q3 2022

Oct 28, 2022
BUY
$131.18 - $147.67 $918 - $1,033
7 Added 0.27%
2,588 $339,000
Q2 2022

Aug 05, 2022
SELL
$130.25 - $170.4 $1,693 - $2,215
-13 Reduced 0.5%
2,581 $352,000
Q1 2022

May 06, 2022
SELL
$150.07 - $182.21 $10,654 - $12,936
-71 Reduced 2.66%
2,594 $436,000
Q4 2021

Feb 17, 2022
BUY
$173.56 - $193.75 $462,537 - $516,343
2,665 New
2,665 $484,000

Others Institutions Holding MTUM

# of Institutions
919
Shares Held
67.5M
Call Options Held
102K
Put Options Held
1.59M
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 Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. 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 Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email