Lodestone Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,506 shares of USMV stock, worth $226,467. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,506
Previous 2,506
-0.0%
Holding current value
$226,467
Previous $229 Million
2.76%
% of portfolio
0.11%
Previous 0.11%
Shares
8 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