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 $2.63 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
27,911
Previous 230,780
87.91%
Holding current value
$2.63 Million
Previous $21.6 Billion
87.88%
% of portfolio
0.32%
Previous 2.94%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,449Shares Held
205MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.65 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.33 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.24 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$966 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$629 Million1.13% of portfolio