Bell Investment Advisors, Inc MTUM Holdings History
Bell Investment Advisors, Inc's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 94,590.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $19.12 Mil. This investment constitutes 3.53% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.13% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 2 purchases of MTUM, at an average price of $175.42, for a total of 142,946.00 shares. In addition, there have been 11 sales at an average price of $158.00 for 48,356.00 shares. Based on historical transaction data and MTUM's current price of $239.94, Bell Investment Advisors, Inc's estimated gain on his MTUM holdings is $5.26 Mil, reflecting a 20.98% gain to date.
Bell Investment Advisors, Inc MTUM ($239.94) Holding Chart
Bell Investment Advisors, Inc MTUM ($239.94) 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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