Modern Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Modern Wealth Management, LLC holds 58,270 shares of USMV stock, worth $5.3 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
58,270
Previous 53,548
8.82%
Holding current value
$5.3 Million
Previous $4.44 Billion
10.2%
% of portfolio
0.36%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,245Shares Held
211MCall 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