Sensible Financial Planning & Management, LLC. MTUM Holdings History
Sensible Financial Planning & Management, LLC.'s iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Sensible Financial Planning & Management, LLC. held 95,853.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $19.37 Mil. This investment constitutes 3.87% of their stock portfolio, and Sensible Financial Planning & Management, LLC. now holds 0.14% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2019Q3. And since then Sensible Financial Planning & Management, LLC. has made 14 purchases of MTUM, at an average price of $134.01, for a total of 118,923.00 shares. In addition, there have been 9 sales at an average price of $168.24 for 23,070.00 shares. Based on historical transaction data and MTUM's current price of $236.25, Sensible Financial Planning & Management, LLC.'s estimated gain on his MTUM holdings is $10.59 Mil, reflecting a 66.45% gain to date.
Sensible Financial Planning & Management, LLC. MTUM ($236.25) Holding Chart
Sensible Financial Planning & Management, LLC. MTUM ($236.25) 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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