Frg Family Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 14,135 shares of USMV stock, worth $1.29 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
14,135
Previous 14,380
1.7%
Holding current value
$1.29 Million
Previous $1.2 Million
1.25%
% of portfolio
0.17%
Previous 0.23%
Shares
15 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