GUERRA PAN ADVISORS, LLC MTUM Holdings History
GUERRA PAN ADVISORS, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, GUERRA PAN ADVISORS, LLC held 18,066.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $3.65 Mil. This investment constitutes 2.86% of their stock portfolio, and GUERRA PAN ADVISORS, LLC now holds 0.03% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2021Q4. And since then GUERRA PAN ADVISORS, LLC has made 1 purchases of MTUM, at an average price of $184.03, for a total of 24,871.00 shares. In addition, there have been 12 sales at an average price of $147.30 for 6,805.00 shares. Based on historical transaction data and MTUM's current price of $240.36, GUERRA PAN ADVISORS, LLC's estimated gain on his MTUM holdings is $767,724.67, reflecting a 16.77% gain to date.
GUERRA PAN ADVISORS, LLC MTUM ($240.36) Holding Chart
GUERRA PAN ADVISORS, 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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