Straight Path Wealth Management IMTM Holdings History
Straight Path Wealth Management's iShares MSCI Intl Momentum Factor ET Holding Summary
As of 2025-03-31, Straight Path Wealth Management held 247,398.00 shares of iShares MSCI Intl Momentum Factor ET(IMTM), totaling $9.88 Mil. This investment constitutes 4% of their stock portfolio, and Straight Path Wealth Management now holds 0.4% of the outstanding iShares MSCI Intl Momentum Factor ET(IMTM) stock.
The initial trade took place in 2021Q4. And since then Straight Path Wealth Management has made 13 purchases of IMTM, at an average price of $35.98, for a total of 247,398.00 shares. Based on historical transaction data and IMTM's current price of $45.32, Straight Path Wealth Management's estimated gain on his IMTM holdings is $2.31 Mil, reflecting a 25.94% gain to date.
Straight Path Wealth Management IMTM ($45.32) Holding Chart
Straight Path Wealth Management IMTM ($45.32) 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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