Badgley Phelps Wealth Managers, LLC Ishares Msci Usa Min Vol Facto Transaction History
Badgley Phelps Wealth Managers, LLC
- $4 Billion
- Q2 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 2,400 shares of USMV stock, worth $218,736. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,400
Previous 2,400
-0.0%
Holding current value
$218,736
Previous $200,000
0.5%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.94 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.47 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.46 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$894 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$547 Million1.63% of portfolio