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

Stratos Wealth Advisors, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Stratos Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 7,912 shares of MTUM stock, worth $1.66 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,912
Previous 5,911 33.85%
Holding current value
$1.66 Million
Previous $1.15 Million 39.36%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 17, 2024
BUY
$175.46 - $203.3 $351,095 - $406,803
2,001 Added 33.85%
7,912 $1.6 Million
Q2 2024

Jul 24, 2024
BUY
$173.58 - $198.8 $1.03 Million - $1.18 Million
5,911 New
5,911 $1.15 Million
Q1 2023

Apr 27, 2023
BUY
$133.17 - $146.27 $1.31 Million - $1.44 Million
9,817 Added 496.31%
11,795 $1.64 Million
Q4 2022

Jan 19, 2023
BUY
$134.21 - $152.76 $265,467 - $302,159
1,978 New
1,978 $0
Q3 2021

Oct 19, 2021
SELL
$167.02 - $183.38 $1.19 Million - $1.3 Million
-7,100 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
$159.69 - $175.61 $310,117 - $341,034
1,942 Added 37.65%
7,100 $1.23 Million
Q1 2021

Apr 27, 2021
SELL
$150.0 - $178.04 $991,500 - $1.18 Million
-6,610 Reduced 56.17%
5,158 $830,000
Q4 2020

Jan 29, 2021
BUY
$141.23 - $162.85 $1.66 Million - $1.92 Million
11,768 New
11,768 $1.9 Million
Q2 2020

Jul 28, 2020
SELL
$101.08 - $131.0 $41,746 - $54,103
-413 Closed
0 $0
Q1 2020

May 04, 2020
BUY
$90.36 - $137.08 $37,318 - $56,614
413 New
413 $44,000

Others Institutions Holding MTUM

# of Institutions
774
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
Track This Portfolio

Track Stratos Wealth Advisors, LLC Portfolio

Follow Stratos Wealth Advisors, 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 Stratos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email