Beacon Financial Advisory LLC Ishares Msci Usa Min Vol Facto Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 12,360 shares of USMV stock, worth $1.12 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
12,360
Previous 13,631
9.32%
Holding current value
$1.12 Million
Previous $1.14 Million
8.96%
% of portfolio
0.42%
Previous 0.59%
Shares
19 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
212MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.46 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$892 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$545 Million1.63% of portfolio