Capital A Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 254 shares of USMV stock, worth $23,926. This represents 0.22% of its overall portfolio holdings.
Number of Shares
254
Previous 820
69.02%
Holding current value
$23,926
Previous $76.8 Million
74.19%
% of portfolio
0.22%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,485Shares Held
198MCall Options Held
32.7KPut Options Held
95.2K-
Morgan Stanley New York, NY14.8MShares$1.39 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13.8MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.5MShares$1.27 Billion0.43% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$965 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.83MShares$644 Million1.06% of portfolio