Balance Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Balance Wealth, LLC holds 6,815 shares of USMV stock, worth $618,870. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,815Holding current value
$618,870% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,395Shares Held
204MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.52 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.44 Billion0.12% of portfolio
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Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.2 Billion0.45% of portfolio
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Raymond James & Associates St Petersburg, FL10.2MShares$930 Million0.58% of portfolio
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Wealth Enhancement Advisory Services, LLC6.62MShares$602 Million1.27% of portfolio