Kingswood Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 110,157 shares of MTUM stock, worth $24.9 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
110,157
Previous 38,302 187.6%
Holding current value
$24.9 Million
Previous $7.93 Billion 182.87%
% of portfolio
0.86%
Previous 0.6%

Shares

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

Apr 21, 2025
BUY
$196.12 - $229.48 $14.1 Million - $16.5 Million
71,855 Added 187.6%
110,157 $22.4 Billion
Q4 2024

Jan 22, 2025
BUY
$201.32 - $217.44 $3.81 Million - $4.11 Million
18,922 Added 97.64%
38,302 $7.93 Billion
Q3 2024

Oct 21, 2024
BUY
$175.46 - $203.3 $41,408 - $47,978
236 Added 1.23%
19,380 $3.91 Billion
Q2 2024

Jul 09, 2024
BUY
$173.58 - $198.8 $4,686 - $5,367
27 Added 0.14%
19,144 $3.73 Billion
Q1 2024

Apr 15, 2024
SELL
$152.32 - $189.2 $84,080 - $104,438
-552 Reduced 2.81%
19,117 $3.58 Billion
Q4 2023

Jan 16, 2024
BUY
$135.38 - $157.63 $2.11 Million - $2.46 Million
15,599 Added 383.27%
19,669 $3.09 Billion
Q3 2023

Oct 23, 2023
SELL
$138.94 - $147.4 $2.3 Million - $2.43 Million
-16,519 Reduced 80.23%
4,070 $572 Million
Q2 2023

Aug 09, 2023
BUY
$135.5 - $144.47 $2.79 Million - $2.97 Million
20,589 New
20,589 $2.97 Billion

Others Institutions Holding MTUM

# of Institutions
990
Shares Held
76.1M
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
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