Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
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 334 shares of USMV stock, worth $31,873. This represents 0.02% of its overall portfolio holdings.
Number of Shares
334
Previous 334
-0.0%
Holding current value
$31,873
Previous $31,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,463Shares Held
197MCall Options Held
33.3KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC13.7MShares$1.31 Billion0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.3MShares$1.27 Billion0.45% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.2 Billion0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$978 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$637 Million1.13% of portfolio