Forte Asset Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Forte Asset Management LLC
- $194 Million
- Q1 2025
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 $521,224. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,574
Previous 5,574
-0.0%
Holding current value
$521,224
Previous $494,000
5.67%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,445Shares Held
205MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.64 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.32 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.23 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$958 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$619 Million1.27% of portfolio