JOURNEY STRATEGIC WEALTH LLC MTUM Holdings History
JOURNEY STRATEGIC WEALTH LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, JOURNEY STRATEGIC WEALTH LLC held 60,986.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $12.33 Mil. This investment constitutes 0.43% of their stock portfolio, and JOURNEY STRATEGIC WEALTH LLC now holds 0.08% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2023Q1. And since then JOURNEY STRATEGIC WEALTH LLC has made 4 purchases of MTUM, at an average price of $179.44, for a total of 94,665.00 shares. In addition, there have been 5 sales at an average price of $145.67 for 33,679.00 shares. Based on historical transaction data and MTUM's current price of $237.23, JOURNEY STRATEGIC WEALTH LLC's estimated gain on his MTUM holdings is $2.39 Mil, reflecting a 14.05% gain to date.
JOURNEY STRATEGIC WEALTH LLC MTUM ($237.23) Holding Chart
JOURNEY STRATEGIC WEALTH LLC MTUM ($237.23) 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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