Straight Path Wealth Management MTUM Holdings History
Straight Path Wealth Management's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Straight Path Wealth Management held 63,971.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $12.93 Mil. This investment constitutes 5.23% of their stock portfolio, and Straight Path Wealth Management now holds 0.09% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2021Q4. And since then Straight Path Wealth Management has made 9 purchases of MTUM, at an average price of $161.51, for a total of 68,578.00 shares. In addition, there have been 4 sales at an average price of $157.09 for 4,607.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Straight Path Wealth Management's estimated gain on his MTUM holdings is $4.94 Mil, reflecting a 44.61% gain to date.
Straight Path Wealth Management MTUM ($239.07) Holding Chart
Straight Path Wealth Management 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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