Shared Vision Wealth Group LLC Ishares Msci Usa Min Vol Facto Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,702 shares of USMV stock, worth $241,342. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,702
Previous 4,024
32.85%
Holding current value
$241,342
Previous $336 Million
32.55%
% of portfolio
0.13%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,242Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.9 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.43 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$877 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$536 Million1.63% of portfolio