Trinity Wealth Management, LLC MTUM Holdings History
Trinity Wealth Management, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 97,560.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $23.45 Mil. This investment constitutes 9.31% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.13% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2019Q4. And since then Trinity Wealth Management, LLC has made 13 purchases of MTUM, at an average price of $142.25, for a total of 146,812.00 shares. In addition, there have been 8 sales at an average price of $133.85 for 49,252.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Trinity Wealth Management, LLC's estimated gain on his MTUM holdings is $9.03 Mil, reflecting a 43.25% gain to date.
Trinity Wealth Management, LLC MTUM ($239.07) Holding Chart
Trinity Wealth Management, LLC 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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