Number of Shares
269,052.00
Current Holdings Value*
$54.76 Mil
% of Portfolio
10.73%
Total Estimate Gain
$26.00 Mil
% of Total Estimate Gain
14.74%

AdvisorShares Investments LLC's iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2025-03-31, AdvisorShares Investments LLC held 269,052.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $54.76 Mil. This investment constitutes 10.73% of their stock portfolio, and AdvisorShares Investments LLC now holds 0.37% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2020Q1. And since then AdvisorShares Investments LLC has made 7 purchases of MTUM, at an average price of $173.87, for a total of 1.01 Mil shares. In addition, there have been 4 sales at an average price of $185.65 for 745,499.00 shares. Based on historical transaction data and MTUM's current price of $237.89, AdvisorShares Investments LLC's estimated gain on his MTUM holdings is $26.00 Mil, reflecting a 14.74% gain to date.

AdvisorShares Investments LLC MTUM ($237.89) Holding Chart

AdvisorShares Investments LLC MTUM ($237.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1