Number of Shares
136,262.00
Current Holdings Value*
$32.75 Mil
% of Portfolio
13.75%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
12.48%

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