Garrett Wealth Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History
Garrett Wealth Advisory Group, LLC
- $244 Million
- Q1 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 120,362 shares of USMV stock, worth $10.1 Million. This represents 4.12% of its overall portfolio holdings.
Number of Shares
120,362
Previous 125,807
4.33%
Holding current value
$10.1 Million
Previous $9.82 Million
2.48%
% of portfolio
4.12%
Previous 4.09%
Shares
22 transactions
Others Institutions Holding USMV
# of Institutions
1,243Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.9 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.46 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$800 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$538 Million0.2% of portfolio