Martel Wealth Advisors Inc Ishares Msci Usa Min Vol Facto Transaction History
Martel Wealth Advisors Inc
- $512 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding USMV
# of Institutions
1,314Shares Held
200MCall Options Held
10.6KPut Options Held
27K-
Morgan Stanley New York, NY21.8MShares$2.02 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.5 Billion0.13% of portfolio
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Raymond James & Associates St Petersburg, FL10.2MShares$947 Million0.58% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$915 Million0.58% of portfolio
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Lpl Financial LLC Fort Mill, SC5.36MShares$495 Million0.22% of portfolio