Alan B. Lancz & Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Alan B. Lancz & Associates, Inc.
- $109 Million
- Q3 2025
A detailed history of Alan B. Lancz & Associates, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Alan B. Lancz & Associates, Inc. holds 3,700 shares of USMV stock, worth $348,540. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,700
-0.0%
Holding current value
$348,540
Previous $347,000
1.44%
% of portfolio
0.32%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,483Shares Held
198MCall Options Held
32.7KPut Options Held
95.2K-
Morgan Stanley New York, NY14.8MShares$1.39 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13.8MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.5MShares$1.27 Billion0.43% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$965 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.83MShares$644 Million1.06% of portfolio