UNITED CAPITAL FINANCIAL ADVISORS, LLC MTUM Holdings History
UNITED CAPITAL FINANCIAL ADVISORS, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, UNITED CAPITAL FINANCIAL ADVISORS, LLC held 135,398.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $27.37 Mil. This investment constitutes 0.23% of their stock portfolio, and UNITED CAPITAL FINANCIAL ADVISORS, LLC now holds 0.19% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then UNITED CAPITAL FINANCIAL ADVISORS, LLC has made 13 purchases of MTUM, at an average price of $147.89, for a total of 385,228.00 shares. In addition, there have been 15 sales at an average price of $134.20 for 249,830.00 shares. Based on historical transaction data and MTUM's current price of $239.27, UNITED CAPITAL FINANCIAL ADVISORS, LLC's estimated gain on his MTUM holdings is $8.95 Mil, reflecting a 15.71% gain to date.
UNITED CAPITAL FINANCIAL ADVISORS, LLC MTUM ($239.27) Holding Chart
UNITED CAPITAL FINANCIAL ADVISORS, LLC MTUM ($239.27) 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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