Forte Asset Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Forte Asset Management LLC
- $165 Million
- Q1 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forte Asset Management LLC holds 5,574 shares of USMV stock, worth $461,527. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,574
Previous 5,574
-0.0%
Holding current value
$461,527
Previous $434,000
7.14%
% of portfolio
0.28%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.86 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.43 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.32 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$787 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$529 Million0.2% of portfolio