Wellington Wealth Strategies, Llc. Ishares Msci Usa Min Vol Facto Transaction History

Wellington Wealth Strategies, Llc.

$110 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 14, 2024	BUY	$61.66 - $67.88 $1.17 Million - $1.29 Million	18,968 New	18,968 $1.48 Billion

Others Institutions Holding USMV

# of Institutions

1,392

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.54 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.45 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.22 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$941 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$567 Million
0.37% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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