KFG WEALTH MANAGEMENT, LLC MTUM Holdings History
KFG WEALTH MANAGEMENT, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 23,374.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $5.62 Mil. This investment constitutes 0.9% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2025Q2. And since then KFG WEALTH MANAGEMENT, LLC has made 1 purchases of MTUM, at an average price of $217.91, for a total of 23,374.00 shares. Based on historical transaction data and MTUM's current price of $237.56, KFG WEALTH MANAGEMENT, LLC's estimated gain on his MTUM holdings is $459,299.10, reflecting a 9.02% gain to date.
KFG WEALTH MANAGEMENT, LLC MTUM ($237.56) Holding Chart
KFG WEALTH MANAGEMENT, LLC MTUM ($237.56) 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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