Phillips Wealth Planners LLC Ishares Msci Usa Min Vol Facto Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 5,771 shares of USMV stock, worth $527,123. This represents 0.52% of its overall portfolio holdings.
Number of Shares
5,771
Previous 5,737
0.59%
Holding current value
$527,123
Previous $459 Million
6.57%
% of portfolio
0.52%
Previous 0.53%
Shares
7 transactions
Others Institutions Holding USMV
# of Institutions
1,244Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.94 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.47 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.46 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$896 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$548 Million1.63% of portfolio