AdvisorShares Investments LLC MTUM Holdings History
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 $236.25, AdvisorShares Investments LLC's estimated gain on his MTUM holdings is $25.56 Mil, reflecting a 14.49% gain to date.
AdvisorShares Investments LLC MTUM ($236.25) Holding Chart
AdvisorShares Investments LLC MTUM ($236.25) 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 % | |||
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