Kades & Cheifetz LLC MTUM Holdings History
Number of Shares
11,891.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
1.26%
Total Estimate Gain
$355,778.72
% of Total Estimate Gain
14.27%
Kades & Cheifetz LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2024-12-31, Kades & Cheifetz LLC held 11,891.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $2.46 Mil. This investment constitutes 1.26% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.02% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2024Q4. And since then Kades & Cheifetz LLC has made 1 purchases of MTUM, at an average price of $209.63, for a total of 11,891.00 shares. Based on historical transaction data and MTUM's current price of $239.55, Kades & Cheifetz LLC's estimated gain on his MTUM holdings is $355,778.72, reflecting a 14.27% gain to date.
Kades & Cheifetz LLC MTUM ($239.55) Holding Chart
Kades & Cheifetz LLC MTUM ($239.55) 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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