Mosaic Family Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Mosaic Family Wealth Partners, LLC
- $607 Billion
- Q1 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 28,971 shares of USMV stock, worth $2.43 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
28,971
Previous 27,970
3.58%
Holding current value
$2.43 Million
Previous $2.18 Billion
10.95%
% of portfolio
0.4%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares 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$798 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio