Creative One Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History
Creative One Wealth, LLC
- $2.51 Billion
- Q1 2024
A detailed history of Creative One Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Creative One Wealth, LLC holds 152,894 shares of USMV stock, worth $12.8 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
152,894
Previous 133,219
14.77%
Holding current value
$12.8 Million
Previous $10.4 Million
22.93%
% of portfolio
0.51%
Previous 0.67%
Shares
23 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