Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 247 shares of USMV stock, worth $22,711. This represents 0.01% of its overall portfolio holdings.
Number of Shares
247
Previous 247
-0.0%
Holding current value
$22,711
Previous $20,000
10.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding USMV
# of Institutions
1,316Shares Held
200MCall Options Held
10.6KPut Options Held
27K-
Morgan Stanley New York, NY21.8MShares$2.01 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$1.5 Billion0.13% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$942 Million0.58% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.91MShares$911 Million0.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.36MShares$493 Million0.22% of portfolio