CFO4Life, L.P. MTUM Holdings History

Number of Shares
107,257.00
Current Holdings Value*
$15.65 Mil
% of Portfolio
3.33%
Total Estimate Gain
$9.95 Mil
% of Total Estimate Gain
64.26%

CFO4Life, L.P.'s iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2022-12-31, CFO4Life, L.P. held 107,257.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $15.65 Mil. This investment constitutes 3.33% of their stock portfolio, and CFO4Life, L.P. now holds 0.13% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2022Q4. And since then CFO4Life, L.P. has made 1 purchases of MTUM, at an average price of $144.42, for a total of 107,257.00 shares. Based on historical transaction data and MTUM's current price of $237.23, CFO4Life, L.P.'s estimated gain on his MTUM holdings is $9.95 Mil, reflecting a 64.26% gain to date.

CFO4Life, L.P. MTUM ($237.23) Holding Chart

CFO4Life, L.P. MTUM ($237.23) 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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