Huber Financial Advisors, LLC MTUM Holdings History
Huber Financial Advisors, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2020-03-31, Huber Financial Advisors, LLC held 392,510.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $41.80 Mil. This investment constitutes 17.05% of their stock portfolio, and Huber Financial Advisors, LLC now holds 0.54% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q3. And since then Huber Financial Advisors, LLC has made 7 purchases of MTUM, at an average price of $111.41, for a total of 392,510.00 shares. Based on historical transaction data and MTUM's current price of $236.90, Huber Financial Advisors, LLC's estimated gain on his MTUM holdings is $49.26 Mil, reflecting a 112.63% gain to date.
Huber Financial Advisors, LLC MTUM ($236.90) Holding Chart
Huber Financial Advisors, LLC MTUM ($236.90) 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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