Leonard Rickey Investment Advisors P.L.L.C. Ishares Msci Usa Min Vol Facto Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $523 Million
- Q3 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 178,606 shares of USMV stock, worth $16.8 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
178,606
Previous 176,982
0.92%
Holding current value
$16.8 Million
Previous $16.6 Million
2.28%
% of portfolio
3.25%
Previous 3.36%
Shares
16 transactions
Others Institutions Holding USMV
# of Institutions
1,484Shares Held
198MCall Options Held
32.7KPut Options Held
95.2K-
Morgan Stanley New York, NY14.8MShares$1.39 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13.8MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.5MShares$1.27 Billion0.43% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$965 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.83MShares$644 Million1.06% of portfolio