Blake Schutter Theil Wealth Advisors, LLC MTUM Holdings History
Blake Schutter Theil Wealth Advisors, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 7,528.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $1.52 Mil. This investment constitutes 1.73% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0.01% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $209.66 for 713.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his MTUM holdings is $353,253.39, reflecting a 22.13% gain to date.
Blake Schutter Theil Wealth Advisors, LLC MTUM ($239.07) Holding Chart
Blake Schutter Theil Wealth Advisors, 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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