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Planning Capital Management Corporation’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Planning Capital Management Corporation’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$16.4K Buy
+81
New +$15.7K 0.01% 348

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Planning Capital Management Corporation's MTUM Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2024: 81 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

700 funds tracked by Wall St. Rank hold MTUM as of Q3 2024.

  • Planning Capital Management Corporation held 81 shares of iShares MSCI USA Momentum Factor ETF worth $16.4K as of Q3 2024.
  • iShares MSCI USA Momentum Factor ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #348 holding.
  • 700 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.