Forte Asset Management LLC Ishares Msci Usa Momentum Fact Transaction History

Forte Asset Management LLC

  • $194 Million
  • Q1 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Forte Asset Management LLC holds 36,276 shares of MTUM stock, worth $8.4 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares
36,276
Previous 25,378 42.94%
Holding current value
$8.4 Million
Previous $5.25 Million 39.63%
% of portfolio
3.77%
Previous 2.85%

Shares

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

Apr 29, 2025
BUY
$196.12 - $229.48 $2.14 Million - $2.5 Million
10,898 Added 42.94%
36,276 $7.33 Million
Q4 2024

Jan 22, 2025
BUY
$201.32 - $217.44 $5.11 Million - $5.52 Million
25,378 New
25,378 $5.25 Million

Others Institutions Holding MTUM

# of Institutions
989
Shares Held
76.2M
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 Forte Asset Management LLC Portfolio

Follow Forte Asset Management 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 Forte Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forte Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email