Number of Shares
41,771.00
Current Holdings Value*
$8.44 Mil
% of Portfolio
9.71%
Total Estimate Gain
$3.95 Mil
% of Total Estimate Gain
11.80%

Forefront Analytics, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2025-03-31, Forefront Analytics, LLC held 41,771.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $8.44 Mil. This investment constitutes 9.71% of their stock portfolio, and Forefront Analytics, LLC now holds 0.06% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2018Q4. And since then Forefront Analytics, LLC has made 14 purchases of MTUM, at an average price of $137.76, for a total of 242,685.00 shares. In addition, there have been 12 sales at an average price of $136.27 for 200,914.00 shares. Based on historical transaction data and MTUM's current price of $239.37, Forefront Analytics, LLC's estimated gain on his MTUM holdings is $3.95 Mil, reflecting a 11.80% gain to date.

Forefront Analytics, LLC MTUM ($239.37) Holding Chart

Forefront Analytics, LLC MTUM ($239.37) 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 %

Top Ranked Articles

  • 1