Forvis Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 21,437 shares of USMV stock, worth $1.96 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
21,437
Previous 21,790
1.62%
Holding current value
$1.96 Million
Previous $1.82 Million
1.21%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding USMV
# of Institutions
1,244Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.94 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.47 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.46 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$896 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$548 Million1.63% of portfolio