Archvest Wealth Advisors, Inc. IMTM Holdings History
Archvest Wealth Advisors, Inc.'s iShares MSCI Intl Momentum Factor ET Holding Summary
As of 2025-03-31, Archvest Wealth Advisors, Inc. held 162,632.00 shares of iShares MSCI Intl Momentum Factor ET(IMTM), totaling $6.50 Mil. This investment constitutes 5.37% of their stock portfolio, and Archvest Wealth Advisors, Inc. now holds 0.25% of the outstanding iShares MSCI Intl Momentum Factor ET(IMTM) stock.
The initial trade took place in 2024Q3. And since then Archvest Wealth Advisors, Inc. has made 3 purchases of IMTM, at an average price of $39.08, for a total of 162,632.00 shares. Based on historical transaction data and IMTM's current price of $44.99, Archvest Wealth Advisors, Inc.'s estimated gain on his IMTM holdings is $960,798.28, reflecting a 15.12% gain to date.
Archvest Wealth Advisors, Inc. IMTM ($44.99) Holding Chart
Archvest Wealth Advisors, Inc. IMTM ($44.99) 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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