Vertex Planning Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,555 shares of USMV stock, worth $559,207. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,555
Previous 13,462
51.31%
Holding current value
$559,207
Previous $1.05 Billion
47.84%
% of portfolio
0.15%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding USMV
# of Institutions
1,244Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.92 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.48 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.37 Billion0.9% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$811 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$545 Million0.2% of portfolio