Joel Adams & Associates, Inc.'s ownership history for MTUM

Joel Adams & Associates, Inc. currently holds 2.5K shares with a market value of $610.6K. It started holding MTUM on 2025-03-31. At its peak, it held 2.9K shares on 2025-12-31. Its highest holding value was $726.2K on 2025-09-30. At its lowest, it held 2.5K shares on 2026-03-31, with a value of $575.2K on 2025-03-31. In the recent 180 days, Joel Adams & Associates, Inc. has decreased its shares by 288. In the recent year, Joel Adams & Associates, Inc. has decreased its shares by 302.