Wr Wealth Planners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,728 shares of USMV stock, worth $254,904. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,728
Previous 2,961
7.87%
Holding current value
$254,904
Previous $248,000
0.4%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding USMV
# of Institutions
1,281Shares Held
200MCall Options Held
10.6KPut Options Held
27K-
Morgan Stanley New York, NY21.8MShares$2.04 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.52 Billion0.13% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$957 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$926 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$501 Million0.22% of portfolio