Alan B. Lancz & Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Alan B. Lancz & Associates, Inc.
- $98.1 Million
- Q2 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 $353,091. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,700
Previous 3,700
-0.0%
Holding current value
$353,091
Previous $346,000
0.29%
% of portfolio
0.35%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,463Shares Held
197MCall Options Held
33.3KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC13.7MShares$1.31 Billion0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.3MShares$1.27 Billion0.45% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.2 Billion0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$978 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$637 Million1.13% of portfolio