Waypoint Wealth Counsel Ishares Msci Usa Min Vol Facto Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
A detailed history of Waypoint Wealth Counsel transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Waypoint Wealth Counsel holds 9,822 shares of USMV stock, worth $886,042. This represents 0.63% of its overall portfolio holdings.
Number of Shares
9,822
Previous 9,794
0.29%
Holding current value
$886,042
Previous $819 Million
0.74%
% of portfolio
0.63%
Previous 0.63%
Shares
7 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