Lakeridge Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 1,337 shares of MTUM stock, worth $322,684. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,337
Previous 1,088 22.89%
Holding current value
$322,684
Previous $225 Million 19.96%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Apr 16, 2025
BUY
$196.12 - $229.48 $48,833 - $57,140
249 Added 22.89%
1,337 $270 Million
Q4 2024

Jan 30, 2025
BUY
$201.32 - $217.44 $219,036 - $236,574
1,088 New
1,088 $225 Million

Others Institutions Holding MTUM

# of Institutions
1,028
Shares Held
67.7M
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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