Mullooly Asset Management, Inc. MTUM Holdings History
Number of Shares
136,122.00
Current Holdings Value*
$27.51 Mil
% of Portfolio
12.49%
Total Estimate Gain
$3.52 Mil
% of Total Estimate Gain
12.10%
Mullooly Asset Management, Inc.'s iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Mullooly Asset Management, Inc. held 136,122.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $27.51 Mil. This investment constitutes 12.49% of their stock portfolio, and Mullooly Asset Management, Inc. now holds 0.19% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and MTUM's current price of $239.55, Mullooly Asset Management, Inc.'s estimated gain on his MTUM holdings is $3.52 Mil, reflecting a 12.10% gain to date.
Mullooly Asset Management, Inc. MTUM ($239.55) Holding Chart
Mullooly Asset Management, Inc. MTUM ($239.55) 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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