Summit Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 11, 2024	SELL	$130.25 - $170.4 $216,215 - $282,864	-1,660 Closed	0 $0
Q1 2022 Sep 11, 2024	BUY	$150.07 - $182.21 $600 - $728	4 Added 0.24%	1,660 $279 Million
Q4 2021 Sep 10, 2024	SELL	$173.56 - $193.75 $12,843 - $14,337	-74 Reduced 4.28%	1,656 $301 Million
Q3 2021 Sep 10, 2024	BUY	$167.02 - $183.38 $5,845 - $6,418	35 Added 2.06%	1,730 $304 Million
Q2 2021 Sep 10, 2024	SELL	$159.69 - $175.61 $68,986 - $75,863	-432 Reduced 20.31%	1,695 $294 Million
Q1 2021 Sep 10, 2024	SELL	$150.0 - $178.04 $83,700 - $99,346	-558 Reduced 20.78%	2,127 $342 Million
Q4 2020 Sep 10, 2024	SELL	$141.23 - $162.85 $445,015 - $513,140	-3,151 Reduced 53.99%	2,685 $433 Million
Q3 2020 Sep 10, 2024	BUY	$132.78 - $156.38 $111,004 - $130,733	836 Added 16.72%	5,836 $860 Million
Q2 2020 Sep 10, 2024	BUY	$101.08 - $131.0 $505,400 - $655,000	5,000 New	5,000 $655 Million

Others Institutions Holding MTUM

# of Institutions

759

Shares Held

50M

Call Options Held

132K

Put Options Held

911K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.