Forthright Family Wealth Advisory LLC Ishares Msci Usa Min Vol Facto Transaction History

Forthright Family Wealth Advisory LLC

  • $149 Billion
  • Q1 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 21,798 shares of USMV stock, worth $1.83 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
21,798
Previous 20,844 4.58%
Holding current value
$1.83 Million
Previous $1.63 Billion 12.02%
% of portfolio
1.22%
Previous 1.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$77.86 - $83.58 $74,278 - $79,735
954 Added 4.58%
21,798 $1.82 Billion
Q4 2023

Feb 28, 2024
BUY
$70.56 - $78.63 $1.47 Million - $1.64 Million
20,844 New
20,844 $1.63 Billion

Others Institutions Holding USMV

# of Institutions
1,241
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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