Wealth Advisory Solutions, LLC MTUM Holdings History
Wealth Advisory Solutions, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-06-30, Wealth Advisory Solutions, LLC held - shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0% 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 5 sales at an average price of $181.63 for 76,764.00 shares. Based on historical transaction data and MTUM's current price of $239.07, Wealth Advisory Solutions, LLC's estimated gain on his MTUM holdings is $1.80 Mil, reflecting a 14.84% gain to date.
Wealth Advisory Solutions, LLC MTUM ($239.07) Holding Chart
Wealth Advisory 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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