Maxwell Wealth Strategies Inc. MTUM Holdings History
Maxwell Wealth Strategies Inc.'s iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2024-12-31, Maxwell Wealth Strategies Inc. held 9,688.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $2.00 Mil. This investment constitutes 0.82% of their stock portfolio, and Maxwell Wealth Strategies Inc. now holds 0.01% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2024Q4. And since then Maxwell Wealth Strategies Inc. has made 1 purchases of MTUM, at an average price of $209.63, for a total of 9,688.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Maxwell Wealth Strategies Inc.'s estimated gain on his MTUM holdings is $285,214.72, reflecting a 14.04% gain to date.
Maxwell Wealth Strategies Inc. MTUM ($239.07) Holding Chart
Maxwell Wealth Strategies Inc. MTUM ($239.07) 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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