WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IMTM Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's iShares MSCI Intl Momentum Factor ET Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 18.29 Mil shares of iShares MSCI Intl Momentum Factor ET(IMTM), totaling $828.75 Mil. This investment constitutes 1.37% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 27.29% of the outstanding iShares MSCI Intl Momentum Factor ET(IMTM) stock.
The initial trade took place in 2022Q1. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 12 purchases of IMTM, at an average price of $33.91, for a total of 20.33 Mil shares. In addition, there have been 2 sales at an average price of $39.55 for 2.04 Mil shares. Based on historical transaction data and IMTM's current price of $44.58, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his IMTM holdings is $206.66 Mil, reflecting a 29.98% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IMTM ($44.58) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IMTM ($44.58) 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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