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

Fortress Wealth Management, Inc.

  • $171 Million
  • Q1 2024

A detailed history of Fortress Wealth Management, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 6,148 shares of MTUM stock, worth $1.23 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
6,148
Previous 9,939 38.14%
Holding current value
$1.23 Million
Previous $1.56 Million 26.17%
% of portfolio
0.67%
Previous 0.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$152.32 - $189.2 $577,445 - $717,257
-3,791 Reduced 38.14%
6,148 $1.15 Million
Q4 2023

Feb 12, 2024
SELL
$135.38 - $157.63 $459,208 - $534,680
-3,392 Reduced 25.44%
9,939 $1.56 Million
Q3 2023

Nov 14, 2023
SELL
$138.94 - $147.4 $972 - $1,031
-7 Reduced 0.05%
13,331 $1.86 Million
Q2 2023

Jul 26, 2023
SELL
$135.5 - $144.47 $197,694 - $210,781
-1,459 Reduced 9.86%
13,338 $1.92 Million
Q1 2023

Apr 20, 2023
SELL
$133.17 - $146.27 $485,670 - $533,446
-3,647 Reduced 19.77%
14,797 $2.06 Million
Q4 2022

Jan 17, 2023
SELL
$144.03 - $152.76 $251,908 - $267,177
-1,749 Reduced 8.66%
18,444 $0
Q3 2022

Nov 03, 2022
SELL
$134.58 - $147.67 $1.09 Million - $1.2 Million
-8,129 Reduced 28.7%
20,193 $2.65 Million
Q2 2022

Jul 27, 2022
SELL
$130.25 - $170.4 $2.49 Million - $3.26 Million
-19,125 Reduced 40.31%
28,322 $3.86 Million
Q1 2022

May 04, 2022
SELL
$150.07 - $182.21 $1.98 Million - $2.41 Million
-13,227 Reduced 21.8%
47,447 $7.98 Million
Q4 2021

Feb 03, 2022
BUY
$173.56 - $193.75 $10.5 Million - $11.8 Million
60,674 New
60,674 $11 Million

Others Institutions Holding MTUM

# of Institutions
744
Shares Held
52.7M
Call Options Held
171K
Put Options Held
3.36M
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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