Ishares Tr Msci Usa Momentum Factor shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $504k | 2.7k | 187.35 |
| 2023-12-31 | $422k | 2.7k | 156.89 |
| 2023-09-30 | $376k | 2.7k | 139.70 |
| 2023-06-30 | $388k | 2.7k | 144.25 |
| 2023-03-31 | $374k | 2.7k | 139.04 |
| 2022-12-31 | $393k | 2.7k | 145.93 |
| 2022-09-30 | $353k | 2.7k | 131.23 |
| 2022-06-30 | $366k | 2.7k | 136.06 |
| 2022-03-31 | $620k | 3.7k | 168.02 |
| 2021-12-31 | $670k | 3.7k | 181.57 |
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