Wealth Plan Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wealth Plan Partners, LLC
- $931 Billion
- Q2 2024
A detailed history of Wealth Plan Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,430 shares of USMV stock, worth $309,420. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,430
Previous 3,447
0.49%
Holding current value
$309,420
Previous $288 Million
0.04%
% of portfolio
0.03%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding USMV
# of Institutions
1,242Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.92 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.45 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.44 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$885 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$541 Million1.63% of portfolio