Joel Adams & Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 8,154 shares of USMV stock, worth $740,464. This represents 0.69% of its overall portfolio holdings.
Number of Shares
8,154
Previous 9,672
15.69%
Holding current value
$740,464
Previous $859 Million
11.06%
% of portfolio
0.69%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,395Shares Held
204MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.52 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.44 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.2 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$930 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$602 Million1.27% of portfolio