Avant Capital LLC MTUM Holdings History
Number of Shares
25,095.00
Current Holdings Value*
$5.07 Mil
% of Portfolio
4.22%
Total Estimate Gain
$1.22 Mil
% of Total Estimate Gain
20.05%
Avant Capital LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Avant Capital LLC held 25,095.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $5.07 Mil. This investment constitutes 4.22% of their stock portfolio, and Avant Capital LLC now holds 0.04% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2021Q4. In addition, there have been 9 sales at an average price of $162.59 for 8,092.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Avant Capital LLC's estimated gain on his MTUM holdings is $1.22 Mil, reflecting a 20.05% gain to date.
Avant Capital LLC MTUM ($239.07) Holding Chart
Avant Capital LLC MTUM ($239.07) 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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