Moulton Wealth Management, Inc Ishares Msci Usa Momentum Fact Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 5,419 shares of MTUM stock, worth $1.17 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
5,419
Previous 11,685 53.62%
Holding current value
$1.17 Million
Previous $2.28 Million 51.78%
% of portfolio
0.93%
Previous 2.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$175.46 - $203.3 $1.1 Million - $1.27 Million
-6,266 Reduced 53.62%
5,419 $1.1 Million
Q2 2024

Jul 16, 2024
BUY
$173.58 - $198.8 $2.03 Million - $2.32 Million
11,685 New
11,685 $2.28 Million

Others Institutions Holding MTUM

# of Institutions
773
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
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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