Leonard Rickey Investment Advisors P.L.L.C. Ishares Msci Usa Min Vol Facto Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $471 Million
- Q1 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 176,384 shares of USMV stock, worth $15.9 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
176,384
Previous 174,308
1.19%
Holding current value
$15.9 Million
Previous $15.5 Million
5.69%
% of portfolio
3.47%
Previous 3.57%
Shares
14 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$1.51 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.43 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$926 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$599 Million1.27% of portfolio