Keystone Financial Services MTUM Holdings History
Keystone Financial Services's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Keystone Financial Services held 26,574.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $5.37 Mil. This investment constitutes 2.05% of their stock portfolio, and Keystone Financial Services now holds 0.04% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2021Q4. And since then Keystone Financial Services has made 4 purchases of MTUM, at an average price of $179.05, for a total of 51,702.00 shares. In addition, there have been 2 sales at an average price of $142.10 for 25,128.00 shares. Based on historical transaction data and MTUM's current price of $240.36, Keystone Financial Services's estimated gain on his MTUM holdings is $700,656.24, reflecting a 7.57% gain to date.
Keystone Financial Services MTUM ($240.36) Holding Chart
Keystone Financial Services MTUM ($240.36) 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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