Mullooly Asset Management, Inc. MTUM Holdings History
Mullooly Asset Management, Inc.'s iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Mullooly Asset Management, Inc. held 136,262.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $32.75 Mil. This investment constitutes 13.75% of their stock portfolio, and Mullooly Asset Management, Inc. now holds 0.18% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2025Q1. And since then Mullooly Asset Management, Inc. has made 1 purchases of MTUM, at an average price of $213.69, for a total of 136,262.00 shares. Based on historical transaction data and MTUM's current price of $240.36, Mullooly Asset Management, Inc.'s estimated gain on his MTUM holdings is $3.63 Mil, reflecting a 12.48% gain to date.
Mullooly Asset Management, Inc. MTUM ($240.36) Holding Chart
Mullooly Asset Management, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
