Clearstead Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Clearstead Advisors, LLC
- $2.01 Billion
- Q1 2024
A detailed history of Clearstead Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Clearstead Advisors, LLC holds 145,967 shares of USMV stock, worth $12.3 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
145,967
Previous 150,257
2.86%
Holding current value
$12.3 Million
Previous $11.7 Million
4.05%
% of portfolio
0.61%
Previous 0.63%
Shares
24 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$798 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio