Fortune Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Fortune Financial Advisors, LLC

$110 Billion
Q4 2024

A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 1,386 shares of MTUM stock, worth $311,669. This represents 0.26% of its overall portfolio holdings.

Number of Shares

1,386

Previous 1,385 0.07%

Holding current value

$311,669

Previous $281 Million 2.14%

% of portfolio

0.26%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$201.32 - $217.44 $201 - $217	1 Added 0.07%	1,386 $287 Million
Q3 2024 Oct 24, 2024	SELL	$175.46 - $203.3 $26,143 - $30,291	-149 Reduced 9.71%	1,385 $281 Million
Q2 2024 Jul 16, 2024	SELL	$173.58 - $198.8 $19,961 - $22,862	-115 Reduced 6.97%	1,534 $299 Million
Q1 2024 Apr 23, 2024	BUY	$152.32 - $189.2 $152 - $189	1 Added 0.06%	1,649 $309 Million
Q4 2023 Jan 25, 2024	SELL	$135.38 - $157.63 $1,624 - $1,891	-12 Reduced 0.72%	1,648 $259 Million
Q3 2023 Oct 25, 2023	SELL	$138.94 - $147.4 $22,647 - $24,026	-163 Reduced 8.94%	1,660 $232 Million
Q2 2023 Aug 07, 2023	BUY	$135.5 - $144.47 $247,016 - $263,368	1,823 New	1,823 $263 Million

Others Institutions Holding MTUM

# of Institutions

877

Shares Held

56.2M

Call Options Held

265K

Put Options Held

780K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Fortune Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History