JMAC ENTERPRISES LLC MTUM Holdings History

Number of Shares
37,923.00
Current Holdings Value*
$7.67 Mil
% of Portfolio
1.82%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
32.95%

JMAC ENTERPRISES LLC's iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2025-03-31, JMAC ENTERPRISES LLC held 37,923.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $7.67 Mil. This investment constitutes 1.82% of their stock portfolio, and JMAC ENTERPRISES LLC now holds 0.05% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2021Q4. And since then JMAC ENTERPRISES LLC has made 11 purchases of MTUM, at an average price of $165.75, for a total of 72,843.00 shares. In addition, there have been 3 sales at an average price of $199.83 for 34,920.00 shares. Based on historical transaction data and MTUM's current price of $239.27, JMAC ENTERPRISES LLC's estimated gain on his MTUM holdings is $3.98 Mil, reflecting a 32.95% gain to date.

JMAC ENTERPRISES LLC MTUM ($239.27) Holding Chart

JMAC ENTERPRISES LLC MTUM ($239.27) 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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