Benchmark Wealth Management, LLC MTUM Holdings History
Benchmark Wealth Management, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 3,596.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $726,910.00. This investment constitutes 0.35% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.01% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2025Q1. And since then Benchmark Wealth Management, LLC has made 1 purchases of MTUM, at an average price of $213.69, for a total of 3,596.00 shares. Based on historical transaction data and MTUM's current price of $238.57, Benchmark Wealth Management, LLC's estimated gain on his MTUM holdings is $89,468.48, reflecting a 11.64% gain to date.
Benchmark Wealth Management, LLC MTUM ($238.57) Holding Chart
Benchmark Wealth Management, LLC MTUM ($238.57) 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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