Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 104,787 shares of MTUM (ISHARES TR), worth $25.1M as of 2026-Q1. The position was decreased (-1.0% shares). MTUM represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$25.1M
Current Shares
104,787
Total Value Change
+$15.5M
Total Shares Change
+55,506
Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 104,787 |
-1.0% |
| $25.1M |
| 0.1% |
| $247.01 |
0 |
| 2025-Q4 | Increased | 105,849 | +6.0% | $26.5M | 0.1% | $252.79 | 36 |
| 2025-Q3 | Increased | 99,807 | +13.4% | $25.6M | 0.1% | $254.95 | 39 |
| 2025-Q2 | Increased | 88,011 | +8.2% | $21.2M | 0.1% | $236.51 | 37 |
| 2025-Q1 | Decreased | 81,347 | -0.7% | $16.4M | 0.1% | $199.43 | 0 |
| 2024-Q4 | Increased | 81,913 | +118.4% | $16.9M | 0.1% | $205.88 | 46 |
| 2024-Q3 | Decreased | 37,504 | -23.9% | $7.6M | 0.0% | $199.30 | 0 |
| 2024-Q2 | Increased | 49,281 | +21.3% | $9.6M | 0.1% | $191.90 | 33 |