Wcg Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 14,226 shares of MTUM stock, worth $3.6 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
14,226
Previous 14,153 0.52%
Holding current value
$3.6 Million
Previous $2.86 Million 19.51%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Aug 13, 2025
BUY
$180.84 - $240.32 $13,201 - $17,543
73 Added 0.52%
14,226 $3.42 Million
Q1 2025

May 14, 2025
BUY
$196.12 - $229.48 $2.78 Million - $3.25 Million
14,153 New
14,153 $2.86 Million

Others Institutions Holding MTUM

# of Institutions
1,094
Shares Held
71.3M
Call Options Held
230K
Put Options Held
1.11M
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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