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 $92.8 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
1,031,409
Previous 993,616
3.8%
Holding current value
$92.8 Million
Previous $83 Billion
4.28%
% of portfolio
2.55%
Previous 2.65%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,253Shares Held
204MCall Options Held
16.1KPut Options Held
3.9K-
Morgan Stanley New York, NY21.3MShares$1.91 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.44 Billion0.12% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$922 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$883 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$540 Million1.63% of portfolio