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

Lineweaver Wealth Advisors, LLC

  • $529 Million
  • Q1 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 28,905 shares of MTUM stock, worth $6.84 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
28,905
Previous 26,937 7.31%
Holding current value
$6.84 Million
Previous $5.57 Million 4.83%
% of portfolio
1.1%
Previous 1.1%

Shares

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

May 02, 2025
BUY
$196.12 - $229.48 $385,964 - $451,616
1,968 Added 7.31%
28,905 $5.84 Million
Q4 2024

Feb 04, 2025
BUY
$201.32 - $217.44 $5.42 Million - $5.86 Million
26,937 New
26,937 $5.57 Million
Q3 2021

Oct 22, 2021
SELL
$167.02 - $183.38 $2.85 Million - $3.13 Million
-17,082 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
$159.69 - $175.61 $2.73 Million - $3 Million
17,082 New
17,082 $2.96 Million

Others Institutions Holding MTUM

# of Institutions
990
Shares Held
76.2M
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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