Resource Planning Group MTUM Holdings History
Resource Planning Group's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 16,231.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $2.55 Mil. This investment constitutes 1.62% of their stock portfolio, and Resource Planning Group now holds 0.02% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2023Q4. And since then Resource Planning Group has made 1 purchases of MTUM, at an average price of $146.77, for a total of 16,231.00 shares. Based on historical transaction data and MTUM's current price of $235.14, Resource Planning Group's estimated gain on his MTUM holdings is $1.43 Mil, reflecting a 60.21% gain to date.
Resource Planning Group MTUM ($235.14) Holding Chart
Resource Planning Group MTUM ($235.14) 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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