Perissos Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,725 shares of MTUM stock, worth $571,241. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,725
Previous 2,723 0.07%
Holding current value
$571,241
Previous $564 Million 2.27%
% of portfolio
0.5%
Previous 0.42%

Shares

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

Apr 25, 2025
BUY
$196.12 - $229.48 $392 - $458
2 Added 0.07%
2,725 $551 Million
Q4 2024

Jan 29, 2025
SELL
$201.32 - $217.44 $18,118 - $19,569
-90 Reduced 3.2%
2,723 $564 Million
Q3 2024

Nov 12, 2024
SELL
$175.46 - $203.3 $17,019 - $19,720
-97 Reduced 3.33%
2,813 $570 Million
Q2 2024

Aug 09, 2024
SELL
$173.58 - $198.8 $2.95 Million - $3.38 Million
-16,988 Reduced 85.38%
2,910 $567 Million
Q1 2024

May 14, 2024
BUY
$152.32 - $189.2 $3.03 Million - $3.76 Million
19,898 New
19,898 $3.73 Billion

Others Institutions Holding MTUM

# of Institutions
978
Shares Held
76.6M
Call Options Held
203K
Put Options Held
3.11M
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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