Atlantic Private Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History
Atlantic Private Wealth, LLC
- $140 Million
- Q2 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 1,912 shares of USMV stock, worth $182,462. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,912
Previous 1,912
-0.0%
Holding current value
$182,462
Previous $179,000
-0.0%
% of portfolio
0.13%
Previous 0.14%
Shares
1 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