Strategic Financial Concepts, LLC Ishares Msci Usa Momentum Fact Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 73,765 shares of MTUM stock, worth $16.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
73,765
Holding current value
$16.7 Million
% of portfolio
0.04%

Shares

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

Jan 30, 2025
SELL
$201.32 - $217.44 $14.6 Million - $15.8 Million
-72,715 Reduced 98.58%
1,050 $217 Million
Q4 2024

Jan 27, 2025
BUY
$201.32 - $217.44 $14.9 Million - $16 Million
73,765 New
73,765 $217 Million
Q2 2024

Aug 06, 2024
BUY
$173.58 - $198.8 $11.6 Million - $13.2 Million
66,558 New
66,558 $30.6 Million
Q2 2023

Sep 06, 2023
SELL
$135.5 - $144.47 $32,791 - $34,961
-242 Reduced 13.75%
1,518 $219 Million
Q1 2023

Sep 06, 2023
BUY
$133.17 - $146.27 $234,379 - $257,435
1,760 New
1,760 $245 Million

Others Institutions Holding MTUM

# of Institutions
863
Shares Held
54.6M
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
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email