Brandywine Oak Private Wealth LLC Ishares Msci Usa Min Vol Facto Transaction History
Brandywine Oak Private Wealth LLC
- $973 Million
- Q2 2024
A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 41,135 shares of USMV stock, worth $3.75 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
41,135
Previous 42,014
2.09%
Holding current value
$3.75 Million
Previous $3.51 Million
1.65%
% of portfolio
0.35%
Previous 0.37%
Shares
23 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