Elm3 Financial Group, LLC MTUM Holdings History
Elm3 Financial Group, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Elm3 Financial Group, LLC held 21,066.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $4.26 Mil. This investment constitutes 3.74% of their stock portfolio, and Elm3 Financial Group, LLC now holds 0.03% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2025Q1. And since then Elm3 Financial Group, LLC has made 1 purchases of MTUM, at an average price of $213.69, for a total of 21,066.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Elm3 Financial Group, LLC's estimated gain on his MTUM holdings is $534,655.08, reflecting a 11.88% gain to date.
Elm3 Financial Group, LLC MTUM ($239.07) Holding Chart
Elm3 Financial 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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