Orgel Wealth Management, LLC's ownership history for MTUM

Orgel Wealth Management, LLC currently holds 683.7K shares with a market value of $164.1M. It started holding MTUM on 2025-06-30. At its peak, it held 683.7K shares on 2026-03-31. Its highest holding value was $170.3M on 2025-09-30. At its lowest, it held 659.8K shares on 2025-06-30, with a value of $158.6M on 2025-06-30. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 19.6K.