Dynasty Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,031,409 shares of USMV stock, worth $94 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
1,031,409
Previous 993,616
3.8%
Holding current value
$94 Million
Previous $83 Billion
4.28%
% of portfolio
2.55%
Previous 2.65%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.94 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.47 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.46 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$894 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$547 Million1.63% of portfolio