Ameritas Advisory Services, LLC MTUM Holdings History
Ameritas Advisory Services, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Ameritas Advisory Services, LLC held 133,387.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $32.06 Mil. This investment constitutes 1.67% of their stock portfolio, and Ameritas Advisory Services, LLC now holds 0.18% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2021Q4. And since then Ameritas Advisory Services, LLC has made 4 purchases of MTUM, at an average price of $170.75, for a total of 521,860.00 shares. In addition, there have been 10 sales at an average price of $160.88 for 388,473.00 shares. Based on historical transaction data and MTUM's current price of $240.38, Ameritas Advisory Services, LLC's estimated gain on his MTUM holdings is $5.45 Mil, reflecting a 6.12% gain to date.
Ameritas Advisory Services, LLC MTUM ($240.38) Holding Chart
Ameritas Advisory Services, LLC MTUM ($240.38) 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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