Wealth Advisory Solutions, LLC MTUM Holdings History
Wealth Advisory Solutions, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Wealth Advisory Solutions, LLC held 26,081.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $5.27 Mil. This investment constitutes 1.39% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.04% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 4 purchases of MTUM, at an average price of $158.16, for a total of 76,764.00 shares. In addition, there have been 4 sales at an average price of $162.96 for 50,683.00 shares. Based on historical transaction data and MTUM's current price of $236.25, Wealth Advisory Solutions, LLC's estimated gain on his MTUM holdings is $2.28 Mil, reflecting a 18.78% gain to date.
Wealth Advisory Solutions, LLC MTUM ($236.25) Holding Chart
Wealth Advisory Solutions, LLC 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
