Lester Murray Antman Dba Simply Rich Ishares Msci Usa Min Vol Facto Transaction History
Lester Murray Antman Dba Simply Rich
- $359 Million
- Q2 2025
A detailed history of Lester Murray Antman Dba Simply Rich transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 218,975 shares of USMV stock, worth $20.3 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
218,975
Previous 211,915
3.33%
Holding current value
$20.3 Million
Previous $19.8 Million
3.57%
% of portfolio
5.73%
Previous 5.74%
Shares
30 transactions
Others Institutions Holding USMV
# of Institutions
1,456Shares Held
204MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.63 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.31 Billion0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.22 Billion0.48% of portfolio
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Raymond James & Associates St Petersburg, FL10.2MShares$951 Million0.58% of portfolio
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Wealth Enhancement Advisory Services, LLC6.68MShares$620 Million1.13% of portfolio