U.S. Capital Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,596 shares of MTUM stock, worth $2.93 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,596
Previous 956 1112.97%
Holding current value
$2.93 Million
Previous $229,000 1198.25%
% of portfolio
0.09%
Previous 0.01%

Shares

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

Oct 09, 2025
BUY
$236.25 - $257.69 $2.51 Million - $2.74 Million
10,640 Added 1112.97%
11,596 $2.97 Million
Q2 2025

Jul 14, 2025
BUY
$180.84 - $240.32 $172,883 - $229,745
956 New
956 $229,000
Q4 2022

Feb 03, 2023
BUY
$134.21 - $152.76 $269,359 - $306,589
2,007 New
2,007 $292,000
Q1 2022

May 12, 2022
SELL
$150.07 - $182.21 $189,688 - $230,313
-1,264 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$173.56 - $193.75 $200,288 - $223,587
-1,154 Reduced 47.73%
1,264 $230,000
Q3 2021

Nov 01, 2021
BUY
$167.02 - $183.38 $403,854 - $443,412
2,418 New
2,418 $425,000

Others Institutions Holding MTUM

# of Institutions
1,074
Shares Held
71.1M
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
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