4 J Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History
4 J Wealth Management LLC
- $103 Million
- Q1 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, 4 J Wealth Management LLC holds 7,517 shares of USMV stock, worth $631,503. This represents 0.61% of its overall portfolio holdings.
Number of Shares
7,517
Previous 7,517
-0.0%
Holding current value
$631,503
Previous $586,000
7.17%
% of portfolio
0.61%
Previous 0.56%
Shares
13 transactions
Others Institutions Holding USMV
# of Institutions
1,243Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$799 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$537 Million0.2% of portfolio