News + Filings Holdings
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Marcum Wealth, LLC
> MTUM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | MTUM | 6,767 | -1,182 | 945,350,000 | -201,293,000 | $139,700.01 |
| 06/30/2023 | iSHARES TRUST | MTUM | 7,949 | 179 | 1,146,643,000 | 1,145,624,000 | $144,249.97 |
| 09/30/2022 | iSHARES TRUST | MTUM | 7,770 | -284 | 1,019,000 | -79,000 | $131.15 |
| 06/30/2022 | iSHARES TRUST | MTUM | 8,054 | 84 | 1,098,000 | -243,000 | $136.33 |
| 03/31/2022 | iSHARES TRUST | MTUM | 7,970 | 178 | 1,341,000 | -76,000 | $168.26 |
| 12/31/2021 | iSHARES TRUST | MTUM | 7,792 | 1,398 | 1,417,000 | 294,000 | $181.85 |
| 09/30/2021 | iSHARES TRUST | MTUM | 6,394 | 107 | 1,123,000 | 33,000 | $175.63 |
| 06/30/2021 | iSHARES TRUST | MTUM | 6,287 | 263 | 1,090,000 | 121,000 | $173.37 |
| 03/31/2021 | iSHARES TRUST | MTUM | 6,024 | 6,024 | 969,000 | 969,000 | $160.86 |
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