Wealth Management Solutions, LLC MTUM Holdings History
Wealth Management Solutions, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2023-09-30, Wealth Management Solutions, LLC held 128,632.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $17.97 Mil. This investment constitutes 12.32% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0.19% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2022Q1. And since then Wealth Management Solutions, LLC has made 5 purchases of MTUM, at an average price of $155.38, for a total of 160,358.00 shares. In addition, there have been 2 sales at an average price of $140.55 for 31,726.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Wealth Management Solutions, LLC's estimated gain on his MTUM holdings is $10.29 Mil, reflecting a 41.31% gain to date.
Wealth Management Solutions, LLC MTUM ($239.07) Holding Chart
Wealth Management Solutions, 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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