Milestone Advisory Partners Ishares Msci Usa Min Vol Facto Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Milestone Advisory Partners holds 36,469 shares of USMV stock, worth $3.06 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
36,469
Previous 35,332
3.22%
Holding current value
$3.06 Million
Previous $2.63 Million
0.5%
% of portfolio
2.2%
Previous 2.38%
Shares
19 transactions
Others Institutions Holding USMV
# of Institutions
1,242Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$799 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$537 Million0.2% of portfolio