United Advisor Group, LLC Ishares Msci Usa Momentum Fact Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, United Advisor Group, LLC holds 1,497 shares of MTUM stock, worth $300,687. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,497
Previous 3,423 56.27%
Holding current value
$300,687
Previous $694,000 55.48%
% of portfolio
0.06%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
SELL
$201.32 - $217.44 $387,742 - $418,789
-1,926 Reduced 56.27%
1,497 $309,000
Q3 2024

Oct 30, 2024
BUY
$175.46 - $203.3 $351,797 - $407,616
2,005 Added 141.4%
3,423 $694,000
Q2 2024

Aug 08, 2024
BUY
$173.58 - $198.8 $246,136 - $281,898
1,418 New
1,418 $276,000

Others Institutions Holding MTUM

# of Institutions
956
Shares Held
67.9M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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