Meredith Wealth Planning MTUM Holdings History
Meredith Wealth Planning's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 87,151.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $20.94 Mil. This investment constitutes 7.61% of their stock portfolio, and Meredith Wealth Planning now holds 0.12% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2022Q4. And since then Meredith Wealth Planning has made 3 purchases of MTUM, at an average price of $146.29, for a total of 139,192.00 shares. In addition, there have been 8 sales at an average price of $151.49 for 52,041.00 shares. Based on historical transaction data and MTUM's current price of $238.98, Meredith Wealth Planning's estimated gain on his MTUM holdings is $8.35 Mil, reflecting a 41.00% gain to date.
Meredith Wealth Planning MTUM ($238.98) Holding Chart
Meredith Wealth Planning MTUM ($238.98) 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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