STAGE HARBOR FINANCIAL, LLC MTUM Holdings History
STAGE HARBOR FINANCIAL, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 3,624.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $732,520.00. This investment constitutes 0.62% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2024Q4. And since then STAGE HARBOR FINANCIAL, LLC has made 2 purchases of MTUM, at an average price of $212.38, for a total of 3,624.00 shares. Based on historical transaction data and MTUM's current price of $239.07, STAGE HARBOR FINANCIAL, LLC's estimated gain on his MTUM holdings is $96,727.32, reflecting a 12.57% gain to date.
STAGE HARBOR FINANCIAL, LLC MTUM ($239.07) Holding Chart
STAGE HARBOR FINANCIAL, LLC MTUM ($239.07) 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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