Bourgeon Capital Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Bourgeon Capital Management LLC
- $450 Million
- Q1 2025
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 $360,438. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,900
Previous 3,900
-0.0%
Holding current value
$360,438
Previous $346,000
4.34%
% of portfolio
0.08%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,445Shares Held
205MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.62 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.3 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.21 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$947 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$612 Million1.27% of portfolio