Mc Naughton Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Mc Naughton Wealth Management, LLC
- $205 Million
- Q3 2024
A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 51,923 shares of USMV stock, worth $4.72 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
51,923
Previous 50,700
2.41%
Holding current value
$4.72 Million
Previous $4.26 Million
11.4%
% of portfolio
2.31%
Previous 2.26%
Shares
20 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
212MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.93 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.46 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.45 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$892 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$545 Million1.63% of portfolio