Aj Wealth Strategies, LLC Ishares Msci Usa Min Vol Facto Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 750,182 shares of USMV stock, worth $63 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
750,182
Previous 1,028,242
27.04%
Holding current value
$63 Million
Previous $74.8 Million
25.45%
% of portfolio
2.7%
Previous 3.9%
Shares
27 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares 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$798 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio