Symmetry Panoramic Global Equity Fund MTUM Holdings History
Symmetry Panoramic Global Equity Fund's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Trust held 51,498.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $11.25 Mil. This investment constitutes 3.74% of their stock portfolio, and Symmetry Panoramic Trust now holds 0.07% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2023Q3. And since then Symmetry Panoramic Global Equity Fund has made 3 purchases of MTUM, at an average price of $154.85, for a total of 70,598.00 shares. In addition, there have been 1 sales at an average price of $204.56 for 19,100.00 shares. Based on historical transaction data and MTUM's current price of $236.25, Symmetry Panoramic Global Equity Fund's estimated gain on his MTUM holdings is $5.14 Mil, reflecting a 47.03% gain to date.
Symmetry Panoramic Global Equity Fund MTUM ($236.25) Holding Chart
Symmetry Panoramic Global Equity Fund 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
