Oxford Wealth Group, LLC MTUM Holdings History
Oxford Wealth Group, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2024-12-31, Oxford Wealth Group, LLC held 58,856.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $12.18 Mil. This investment constitutes 7.87% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0.08% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 2 purchases of MTUM, at an average price of $198.96, for a total of 62,104.00 shares. In addition, there have been 1 sales at an average price of $193.66 for 3,248.00 shares. Based on historical transaction data and MTUM's current price of $240.36, Oxford Wealth Group, LLC's estimated gain on his MTUM holdings is $2.42 Mil, reflecting a 19.58% gain to date.
Oxford Wealth Group, LLC MTUM ($240.36) Holding Chart
Oxford Wealth Group, LLC 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 % | |||
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