Bourgeon Capital Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Bourgeon Capital Management LLC
- $521 Million
- Q4 2024
A detailed history of Bourgeon Capital Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,900 shares of USMV stock, worth $368,628. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,900
Previous 3,900
-0.0%
Holding current value
$368,628
Previous $356,000
2.81%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,389Shares Held
200MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.58 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.49 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.25 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$968 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.18MShares$584 Million0.37% of portfolio