Forthright Family Wealth Advisory LLC Ishares Msci Usa Momentum Fact Transaction History

Forthright Family Wealth Advisory LLC

  • $134 Million
  • Q1 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 12,056 shares of MTUM stock, worth $2.91 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
12,056
Previous 12,949 6.9%
Holding current value
$2.91 Million
Previous $2.68 Million 9.07%
% of portfolio
1.81%
Previous 1.95%

Shares

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

Apr 30, 2025
SELL
$196.12 - $229.48 $175,135 - $204,925
-893 Reduced 6.9%
12,056 $2.44 Million
Q4 2024

Mar 03, 2025
BUY
$201.32 - $217.44 $2.61 Million - $2.82 Million
12,949 New
12,949 $2.68 Million

Others Institutions Holding MTUM

# of Institutions
1,024
Shares Held
67.6M
Call Options Held
869K
Put Options Held
514K
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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