Summit Wealth Group LLC / CO Ishares Msci Usa Momentum Fact Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 7,309 shares of MTUM stock, worth $1.85 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
7,309
Holding current value
$1.85 Million
% of portfolio
0.44%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$180.84 - $240.32 $1.32 Million - $1.76 Million
7,309 New
7,309 $1.76 Billion

Others Institutions Holding MTUM

# of Institutions
1,078
Shares Held
71.2M
Call Options Held
229K
Put Options Held
1.12M
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 Summit Wealth Group LLC / CO Portfolio

Follow Summit Wealth Group LLC / CO 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 Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email