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Ishares Tr Msci Usa Momentum Factor shares owned by Meredith Wealth Planning

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Meredith Wealth Planning from 13F filings

Historical chart of Meredith Wealth Planning investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Meredith Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Meredith Wealth Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 90k 156.89
2023-09-30 $17M 124k 139.70
2023-06-30 $18M 126k 144.25
2023-03-31 $19M 135k 139.04
2022-12-31 $18M 124k 145.93

More positions owned by Meredith Wealth Planning

American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis All Eqt (AVGV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Meredith Wealth Planning

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor