Syntegra Private Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Syntegra Private Wealth Group, LLC

  • $1.06 Trillion
  • Q3 2025

A detailed history of Syntegra Private Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 1,718 shares of MTUM stock, worth $434,465. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,878 8.52%
Holding current value
$434,465
Previous $451 Million 2.38%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$236.25 - $257.69 $37,800 - $41,230
-160 Reduced 8.52%
1,718 $441 Million
Q4 2024

Jan 27, 2025
SELL
$201.32 - $217.44 $3,019 - $3,261
-15 Reduced 0.79%
1,878 $389 Million
Q3 2024

Oct 22, 2024
SELL
$175.46 - $203.3 $1,930 - $2,236
-11 Reduced 0.58%
1,893 $384 Million
Q2 2024

Jul 26, 2024
SELL
$173.58 - $198.8 $61,794 - $70,772
-356 Reduced 15.75%
1,904 $371 Million
Q1 2024

May 10, 2024
SELL
$152.32 - $189.2 $1,370 - $1,702
-9 Reduced 0.4%
2,260 $423 Million
Q4 2023

Jan 18, 2024
BUY
$135.38 - $157.63 $2,030 - $2,364
15 Added 0.67%
2,269 $356 Million
Q3 2023

Oct 18, 2023
SELL
$138.94 - $147.4 $2,778 - $2,948
-20 Reduced 0.88%
2,254 $315 Million
Q2 2023

Jul 28, 2023
BUY
$135.5 - $144.47 $23,170 - $24,704
171 Added 8.13%
2,274 $328 Million
Q1 2023

May 15, 2023
SELL
$133.17 - $146.27 $54,067 - $59,385
-406 Reduced 16.18%
2,103 $292 Million
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $336,732 - $383,274
2,509 New
2,509 $366 Million

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 Syntegra Private Wealth Group, LLC Portfolio

Follow Syntegra Private Wealth Group, 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 Syntegra Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Syntegra Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email