Leonard Rickey Investment Advisors P.L.L.C. Ishares Msci Usa Min Vol Facto Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $494 Million
- Q2 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 176,982 shares of USMV stock, worth $16.8 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
176,982
Previous 176,384
0.34%
Holding current value
$16.8 Million
Previous $16.4 Million
1.57%
% of portfolio
3.36%
Previous 3.47%
Shares
15 transactions
Others Institutions Holding USMV
# of Institutions
1,461Shares Held
197MCall Options Held
33.3KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC13.7MShares$1.3 Billion0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.3MShares$1.27 Billion0.45% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.19 Billion0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$975 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$635 Million1.13% of portfolio