Crestwood Advisors Group LLC Ishares Msci Usa Min Vol Facto Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 57,583 shares of USMV stock, worth $5.23 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
57,583
Previous 94,988
39.38%
Holding current value
$5.23 Million
Previous $7.94 Million
39.11%
% of portfolio
0.1%
Previous 0.18%
Shares
28 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.46 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$892 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$545 Million1.63% of portfolio