Form Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Form Wealth Advisors, LLC
- $827 Billion
- Q2 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 27,911 shares of USMV stock, worth $2.66 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
27,911
Previous 230,780
87.91%
Holding current value
$2.66 Million
Previous $21.6 Billion
87.88%
% of portfolio
0.32%
Previous 2.94%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,463Shares Held
197MCall Options Held
33.3KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC13.7MShares$1.31 Billion0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.3MShares$1.27 Billion0.45% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.2 Billion0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$978 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$637 Million1.13% of portfolio