Fairvoy Private Wealth, LLC MTUM Holdings History
Fairvoy Private Wealth, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Fairvoy Private Wealth, LLC held 17,589.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $4.23 Mil. This investment constitutes 1.05% of their stock portfolio, and Fairvoy Private Wealth, LLC now holds 0.02% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2024Q4. And since then Fairvoy Private Wealth, LLC has made 2 purchases of MTUM, at an average price of $213.31, for a total of 17,589.00 shares. Based on historical transaction data and MTUM's current price of $240.36, Fairvoy Private Wealth, LLC's estimated gain on his MTUM holdings is $475,711.23, reflecting a 12.68% gain to date.
Fairvoy Private Wealth, LLC MTUM ($240.36) Holding Chart
Fairvoy Private Wealth, LLC MTUM ($240.36) 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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