Number of Shares
18,066.00
Current Holdings Value*
$3.65 Mil
% of Portfolio
2.86%
Total Estimate Gain
$767,724.67
% of Total Estimate Gain
16.77%

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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