Executive Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Executive Wealth Management, LLC
- $494 Million
- Q2 2024
A detailed history of Executive Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Executive Wealth Management, LLC holds 258,044 shares of USMV stock, worth $23.5 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
258,044
Previous 258,044
-0.0%
Holding current value
$23.5 Million
Previous $21.7 Million
-0.0%
% of portfolio
4.38%
Previous 4.38%
Shares
23 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