Wr Wealth Planners, LLC Ishares Msci Usa Momentum Fact Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 858 shares of MTUM stock, worth $169,163. This represents 0.05% of its overall portfolio holdings.

Number of Shares
858
Previous 869 1.27%
Holding current value
$169,163
Previous $162,000 3.09%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$173.58 - $198.8 $1,909 - $2,186
-11 Reduced 1.27%
858 $167,000
Q1 2024

Jul 31, 2024
BUY
$152.32 - $189.2 $132,366 - $164,414
869 New
869 $162,000
Q3 2023

Aug 01, 2024
SELL
$138.94 - $147.4 $2,500 - $2,653
-18 Reduced 1.16%
1,529 $214 Million
Q2 2023

Aug 01, 2024
BUY
$135.5 - $144.47 $93,359 - $99,539
689 Added 80.3%
1,547 $223 Million
Q1 2023

Aug 01, 2024
BUY
$133.17 - $146.27 $110,531 - $121,404
830 Added 96.74%
1,688 $235 Million

Others Institutions Holding MTUM

# of Institutions
752
Shares Held
52.1M
Call Options Held
132K
Put Options Held
886K
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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