Symmetry Panoramic Tax-Managed Global Equity Fund MTUM Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 16,054.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $3.51 Mil. This investment constitutes 5.18% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.02% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2023Q4. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 3 purchases of MTUM, at an average price of $183.19, for a total of 16,054.00 shares. Based on historical transaction data and MTUM's current price of $240.36, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his MTUM holdings is $917,801.04, reflecting a 31.21% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund MTUM ($240.36) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund MTUM ($240.36) 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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