Bernardo Wealth Planning LLC's ownership history for MTUM

Bernardo Wealth Planning LLC currently holds 2.9K shares with a market value of $754.4K. It started holding MTUM on 2024-09-30. At its peak, it held 3.0K shares on 2024-09-30. Its highest holding value was $754.4K on 2025-09-30. At its lowest, it held 2.9K shares on 2025-06-30, with a value of $623 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 37. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 45.