Shore Haven Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 11,144 shares of MTUM stock, worth $2.51 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
11,144
Holding current value
$2.51 Million
% of portfolio
1.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$201.32 - $217.44 $2.24 Million - $2.42 Million
11,144 New
11,144 $2.31 Million
Q1 2023

Apr 14, 2023
SELL
$133.17 - $146.27 $764,928 - $840,174
-5,744 Reduced 52.06%
5,289 $735,000
Q4 2022

Jan 24, 2023
BUY
$134.21 - $152.76 $1.48 Million - $1.69 Million
11,033 New
11,033 $0

Others Institutions Holding MTUM

# of Institutions
867
Shares Held
54.9M
Call Options Held
265K
Put Options Held
780K
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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