Forum Private Client Group LLC Ishares Msci Usa Min Vol Facto Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
A detailed history of Forum Private Client Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forum Private Client Group LLC holds 29,124 shares of USMV stock, worth $2.65 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
29,124
Previous 35,947
18.98%
Holding current value
$2.65 Million
Previous $3 Billion
18.61%
% of portfolio
1.16%
Previous 1.45%
Shares
9 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.46 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$892 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$545 Million1.63% of portfolio