J.W. Cole Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History
J.W. Cole Advisors, Inc.
- $2.09 Billion
- Q2 2024
A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 99,573 shares of USMV stock, worth $9.09 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
99,573
Previous 84,514
17.82%
Holding current value
$9.09 Million
Previous $7.06 Million
18.36%
% of portfolio
0.4%
Previous 0.36%
Shares
20 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