Sanchez Wealth Management Group MTUM Holdings History
Sanchez Wealth Management Group's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Sanchez Wealth Management Group held 107,752.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $21.78 Mil. This investment constitutes 5.92% of their stock portfolio, and Sanchez Wealth Management Group now holds 0.16% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then Sanchez Wealth Management Group has made 22 purchases of MTUM, at an average price of $132.13, for a total of 186,163.00 shares. In addition, there have been 6 sales at an average price of $108.15 for 78,411.00 shares. Based on historical transaction data and MTUM's current price of $237.95, Sanchez Wealth Management Group's estimated gain on his MTUM holdings is $9.52 Mil, reflecting a 38.71% gain to date.
Sanchez Wealth Management Group MTUM ($237.95) Holding Chart
Sanchez Wealth Management Group MTUM ($237.95) 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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