Ascent Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Ascent Wealth Partners, LLC
- $674 Million
- Q1 2024
A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 20,618 shares of USMV stock, worth $1.73 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
20,618
Previous 5,388
282.67%
Holding current value
$1.73 Million
Previous $420,000
310.24%
% of portfolio
0.26%
Previous 0.07%
Shares
17 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