CFO4Life Group, LLC MTUM Holdings History
CFO4Life Group, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, CFO4Life Group, LLC held 66,344.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $13.41 Mil. This investment constitutes 2.26% of their stock portfolio, and CFO4Life Group, LLC now holds 0.09% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then CFO4Life Group, LLC has made 16 purchases of MTUM, at an average price of $120.75, for a total of 179,257.00 shares. In addition, there have been 12 sales at an average price of $174.21 for 112,913.00 shares. Based on historical transaction data and MTUM's current price of $239.07, CFO4Life Group, LLC's estimated gain on his MTUM holdings is $13.89 Mil, reflecting a 64.15% gain to date.
CFO4Life Group, LLC MTUM ($239.07) Holding Chart
CFO4Life Group, 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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