Summit Wealth Group, LLC MTUM Holdings History
Summit Wealth Group, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Summit Wealth Group, LLC held 66,048.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $13.35 Mil. This investment constitutes 3.9% of their stock portfolio, and Summit Wealth Group, LLC now holds 0.09% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2020Q4. And since then Summit Wealth Group, LLC has made 13 purchases of MTUM, at an average price of $139.93, for a total of 10.84 Mil shares. In addition, there have been 5 sales at an average price of $140.30 for 10.77 Mil shares. Based on historical transaction data and MTUM's current price of $237.56, Summit Wealth Group, LLC's estimated gain on his MTUM holdings is $10.39 Mil, reflecting a 0.68% gain to date.
Summit Wealth Group, LLC MTUM ($237.56) Holding Chart
Summit Wealth Group, LLC MTUM ($237.56) 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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