Number of Shares
1,241.00
Current Holdings Value*
$251,630.00
% of Portfolio
2.07%
Total Estimate Gain
$56,602.01
% of Total Estimate Gain
23.55%

RAYMOND JAMES TRUST CO. OF NH's iShares MSCI USA Momentum Factor ETF Holding Summary

As of 2024-09-30, RAYMOND JAMES TRUST CO. OF NH held 1,241.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $251,630.00. This investment constitutes 2.07% of their stock portfolio, and RAYMOND JAMES TRUST CO. OF NH now holds 0% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.

The initial trade took place in 2024Q3. And since then RAYMOND JAMES TRUST CO. OF NH has made 1 purchases of MTUM, at an average price of $193.66, for a total of 1,241.00 shares. Based on historical transaction data and MTUM's current price of $239.27, RAYMOND JAMES TRUST CO. OF NH's estimated gain on his MTUM holdings is $56,602.01, reflecting a 23.55% gain to date.

RAYMOND JAMES TRUST CO. OF NH MTUM ($239.27) Holding Chart

RAYMOND JAMES TRUST CO. OF NH MTUM ($239.27) 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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