Exencial Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 8,115 shares of USMV stock, worth $726,373. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,115
Previous 6,099 33.05%
Holding current value
$726,373
Previous $512,000 44.53%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$83.76 - $91.82 $168,860 - $185,109
2,016 Added 33.05%
8,115 $740,000
Q2 2024

Aug 12, 2024
SELL
$79.92 - $84.63 $37,882 - $40,114
-474 Reduced 7.21%
6,099 $512,000
Q1 2024

May 10, 2024
SELL
$77.86 - $83.58 $185,073 - $198,669
-2,377 Reduced 26.56%
6,573 $549,000
Q4 2023

Feb 13, 2024
BUY
$70.56 - $78.63 $631,512 - $703,738
8,950 New
8,950 $698,000

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email