Brass Tax Wealth Management, Inc Ishares Msci Usa Min Vol Facto Transaction History

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 38,068 shares of USMV stock, worth $3.53 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
38,068
Previous 40,809 6.72%
Holding current value
$3.53 Million
Previous $3.43 Billion 99.9%
% of portfolio
1.38%
Previous 1.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 12, 2024
SELL
$83.76 - $91.82 $229,586 - $251,678
-2,741 Reduced 6.72%
38,068 $3.48 Million
Q2 2024

Dec 12, 2024
BUY
$79.92 - $84.63 $3.26 Million - $3.45 Million
40,809 New
40,809 $3.43 Billion
Q1 2024

Jul 31, 2024
BUY
$77.86 - $83.58 $3.19 Million - $3.43 Million
41,024 New
41,024 $3.43 Billion

Others Institutions Holding USMV

# of Institutions
1,393
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Brass Tax Wealth Management, Inc Portfolio

Follow Brass Tax Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brass Tax Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brass Tax Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email