Scissortail Wealth Management, LLC MTUM Holdings History
Scissortail Wealth Management, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Scissortail Wealth Management, LLC held 22,405.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $4.53 Mil. This investment constitutes 1.16% of their stock portfolio, and Scissortail Wealth Management, LLC now holds 0.03% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2022Q1. And since then Scissortail Wealth Management, LLC has made 5 purchases of MTUM, at an average price of $187.69, for a total of 40,752.00 shares. In addition, there have been 4 sales at an average price of $151.81 for 18,347.00 shares. Based on historical transaction data and MTUM's current price of $238.10, Scissortail Wealth Management, LLC's estimated gain on his MTUM holdings is $471,009.38, reflecting a 6.16% gain to date.
Scissortail Wealth Management, LLC MTUM ($238.10) Holding Chart
Scissortail Wealth Management, LLC MTUM ($238.10) 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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