Great Oak Capital Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Great Oak Capital Partners, LLC

  • $266 Billion
  • Q2 2024

A detailed history of Great Oak Capital Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 18,015 shares of MTUM stock, worth $3.54 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
18,015
Previous 42,939 58.05%
Holding current value
$3.54 Million
Previous $8.04 Billion 58.65%
% of portfolio
1.25%
Previous 3.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$173.58 - $198.8 $4.33 Million - $4.95 Million
-24,924 Reduced 58.05%
18,015 $3.33 Billion
Q1 2024

Apr 15, 2024
SELL
$152.32 - $189.2 $3.05 Million - $3.78 Million
-19,998 Reduced 31.77%
42,939 $8.04 Billion
Q4 2023

Feb 26, 2024
BUY
$135.38 - $157.63 $8.52 Million - $9.92 Million
62,937 New
62,937 $9.87 Billion

Others Institutions Holding MTUM

# of Institutions
752
Shares Held
52.1M
Call Options Held
132K
Put Options Held
886K
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 Great Oak Capital Partners, LLC Portfolio

Follow Great Oak Capital Partners, 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 Great Oak Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Oak Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email